News & Insights
March 19, 2023
On the morning of Thursday, October 18, 1907, the third-largest trust in New York City experienced a curious increase in withdrawals.
Trusts, at the time, were like banks, except far less regulated. They only had to hold 5% of their depositor funds in the bank - they were free to speculate with...
March 12, 2023
Alongside the CIA and NSA, the DIA forms the third arm of the triumvirate in the US government.
The Defence Intelligence Agency might not be as commonly showcased in movies and TV shows, but it is every bit as powerful as its counterparts. It plays a vital role in the direction of the Army,...
March 5, 2023
I have a good friend who lives in the same town as me. He’s lived here since it was just loggers and rock climbers, a salt-of-the-earth type of human. He’s a successful entrepreneur and has made quite a bit of money, but despite this, he’s the same old mountain boy he’s...
February 26, 2023
I have written and spoken at length about the utility of confidence and how it relates to optionality. For example, having the confidence to know you can weather the storm gives you the option of patience when everyone else is losing their mind.
This principle holds value inside and outside of...
February 19, 2023
Humans balance the need to seek shelter and the desire to conquer.
Either path leads us to a place of centralized control.
When we conquer, we start businesses and consolidate industries. When we seek shelter, we ask for regulation and authority....
February 12, 2023
I don’t know if you can learn anything from me.
I’ve made some money, but I can’t retire anytime soon. I am an investor, but I don’t write $1 million cheques. I like to write, but I am not a best-selling author.
I host a podcast. I host a conference. I...
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...