1178 days ago
My old friend “Killer Frogs” aka veteran journalist, City boy and PR man Peter Krijgsman, posted this piece on LinkedIn the other day and I share his views. Surely the world has gone mad? Over to Killer Frogs.
1282 days ago
Investor Rafi Zarber is a libertarian and an Austrian school economist so clearly can do no wrong at all in my eyes. He recently penned an article on money as a gold substitute where he defines the meaning of sound and hard monies. Money needs to be predictable in what it measures and have a predictable supply. Debt substitutes and paper promises become problematic over time, and the entire system becomes unbalanced. These imbalances cause price and supply disruptions across sectors, including commodities like mining.
2368 days ago
"For the love of money is the root of all evil: which while some coveted after, they have erred from the faith, and pierced themselves through with many sorrows." Timothy 6:10 ( King James Version Natch). So in that vein who said "I remember being very obsessed with having no money but if you are good money will find you." To find out watch this classic video from 2011
2491 days ago
There are two big lies told by folks like Jeremy Corbyn about the NHS and they have been told so often most of our fellow citizens believe them to be true. This podcast explains why they are not, whatever the greedy doctors tell us. The lies are:
3008 days ago
This short research note from Palisade Capital is interesting. It is just another way of explaining why gold is mis-priced and should be far higher, one reason we retain such a strong weighting in gold stocks in our portfolio. Palisade writes:
3023 days ago
It seemed that almost as soon as Euro 2016 was over West Ham were getting thrashed in pre season friendlies. And now football is back. The Premiership starts tomorrow and the hammers kick off away at Chelsea on Monday. I should be excited.
But I am not. This will be my third campaign without a season ticket. Last year I saw precisely no ga
3991 days ago
Sirius Minerals (SXX) today served up predictably dismal results for the six months to September 30th. Jessie J reckons that I should forget about the price tag and it is not about the money. My view is that her analysis of Sirius is wrong. It is all about the money. Or rather lack of it.
