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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…
3 months 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…
3 months 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 months, 1 week 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…
3 months, 2 weeks 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 …
3 months, 2 weeks 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…
4 months 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.…
4 months, 1 week ago
War, Oil and the Cost of Stupidity
Good Sunday to you,
You’ve no doubt seen the videos of Iran’s largest oil facilities burning.
How much destruction does war cause? To the environment, …
4 months, 1 week ago
Markets in a Time of War
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.com
War creates uncertainty. Lots of it. And how we all hate uncerta…
4 months, 2 weeks ago
Shock and Awe - and Then What?
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.com
Yesterday, the US and Israel launched a joint attack on Iran, ta…
4 months, 2 weeks ago