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The Problem with Mining Bull Markets
Something of a thought experiment today, motivated by the fact that I don’t want to go through another bear market in mining. I’m done with them. The…
12 hours ago
Constable Country, the Cracks Beneath and Opportunity
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.com
This weekend, on the advice of ChatGPT, I visited Constable coun…
1 week, 3 days ago
What I’m Doing With My Money Right Now (Mostly Nothing)
Happy St George’s Day to you.
My apologies for the late arrival of this week’s missive but I found myself without electricity this morning due to, and…
1 week, 6 days ago
Namibia and the Resource Curse
Good Sunday to youI’m still finding my feet having just got back from Namibia. I’ve got a full country report coming, as well as a portfolio piece. B…
2 weeks, 3 days ago
Namibia: Everything on a Plate
I’m travelling, so this week’s note will be brief.
What a country Namibia is. I don’t think I’ve ever been anywhere with so much potential.
But also wh…
2 weeks, 6 days ago
When Other Money Fails
Good Sunday to you,
It seems Iran is planning to turn the Strait of Hormuz into the marine equivalent a toll road, or so at least the Financial Times …
3 weeks, 3 days ago
The Secret History of Gold Comes to America
Good Sunday to you,
And Happy Easter.
Today’s missive comes to you from Namibia, where I am giving a talk on gold at the Cirrus Investor Conference ne…
1 month ago
Gold’s “Worst Month Ever” Is a Buying Opportunity
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.com
You’ve probably heard: gold has just had the worst month in its …
1 month ago
Oil Broke the System
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.com
Never mind the dodgy mortgages, oil spiking to $150/barrel in Ju…
1 month, 2 weeks ago
Has Gold Already Peaked?
Bull markets don’t last forever. When you’re in the throes of one, it can feel like they do. But they don’t, and at a certain point you have to sell.…
1 month, 3 weeks ago