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Macro

Financially Transmitted Diseases

The world economy has contracted many financially transmitted diseases (FTD). Negative rates will cause disruption in many asset classes, prepare accordingly.

September 13, 20197 min read
Gold

Throw Everything You Know Out the Window

Several signals we pay attention to are flashing red and green. All of this is fuelling the fear trade and sending gold to record prices in almost every currency.

August 23, 20196 min read
Agriculture

The Most Important Resource on the Planet

There are some big gains to be made in controlling this resource in the right jurisdictions. In fact, it is probably the most “emotionally” influenced resource on the planet.

August 9, 20197 min read
Research

How IoT is Disrupting Mining in a Major Way

Next level tech intelligence and data capture is not the future, it’s already here. And it’s disrupting the resource sector like never before.

August 2, 20195 min read