February 5, 2023
Last week at the Vancouver Resource Investment Conference, nearly 100 global money managers took to the stage to give a speech or join me for a fireside chat to discuss their outlook on the remainder of the decade.
More so than ever before, I heard a consensus from almost...
January 15, 2023
A few of my recent newsletters have been critical of the renewable energy sector. Many readers responded asking why - why I don’t appear to support clean, sustainable energy and why I haven’t acknowledged the problems with fossil fuels.
Let me clarify, I am...
January 8, 2023
Last week I wrote about some bull market signals I was watching in the gold sector.
I’ve got another one for you.
We are 21 days away from our annual Vancouver Resource Investment Conference, and we have sold 105% more tickets this year than...
January 1, 2023
Happy New Year - my gym is already packed with strange faces getting a jump on their new year's resolutions.
I enjoy the January crowds. I don’t compete for the treadmills, squat racks or the ever-popular bench press stations. I find a 7’ x 7’ square on the floor...
December 18, 2022
Last week, I wrote about the controversial Alberta Sovereignty Act. A piece of Canadian Legislature that the media had claimed would split apart the country and impoverish Albertans if passed. Four days later, the Albertan legislative assembly voted to pass the act.
Now the battle...
December 4, 2022
During 2021 I developed a healthy respect for the sovereignty of the United States. I travelled a lot through the US during the Summer and Fall of that year. The world was battling a common threat, yet every time I crossed a state line, I experienced a completely different style of risk...
November 27, 2022
It is tempting, at times, to tiptoe safely to death.
Lions in captivity live nearly twice as long as their wild counterparts. In theory, they are wealthier, with a full-time staff that cleans their housing, prepares meals, and completes regular medical...
November 20, 2022
Today, I am sharing two stories I uncovered while examining how various international markets weather the economic climate. Humans are ingenious, and to quote the Roman poet Ovid, “Difficulty is what wakes up the genius.”
If the world is cratering towards some...
November 13, 2022
Last week I wrote about why and how I purchase gold. This week I will share a story about how and why I have used it. I am not recommending that you do this.
I own gold primarily for psychological benefit. I am a simple, primitive ape. Owning a stone that civilizations...
October 31, 2022
A friend of mine recently told me that he didn’t understand why he should own gold. He had purchased a one-kilogram bar a while back to diversify his portfolio. Still, He was frustrated that it had “done nothing” compared to his real estate, equities and crypto...
October 9, 2022
Last week I sat on a panel debating whether or not the financial system was broken - an expansive question. My co-panellists took aim at various market inefficiencies, at manipulation and collusion within banks and government and at lapses of transparency and...
September 25, 2022
Until the mid-1990s, peanut allergies were rare among American children - roughly four out of 1000 children in the US, under eight years old, had such an allergy. By 2008, that number had more than tripled.
Nobody knew what was causing this, but the higher the number got, the tighter...
September 18, 2022
Thank you for all of the encouraging notes after last week's newsletter. The race went very well and was packed full of lessons. I had a goal of nine hours; I got it done in seven hours and sixteen minutes.
There were many moments during the race when I was in trouble. At times an...
September 15, 2022
Silver is unique in that it is both a monetary metal, with a history dating back thousands of years, and one of the most important industrial commodities in the world. Silver's role in our current turbulent economic environment could be massive, and that's why we've invited a panel of...