In this episode of Resource Insider Podcast, I speak to Warren Irwin, the President and Chief Investment Officer of Rosseau Asset Management, a money management firm based in Toronto, Canada. For the last 20 years, Rosseau has been outperforming the sector and was ranked the top performing hedge fund in Read more…
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Summary of Video Thesis During the 1998 Long Term Capital Management crisis the bailout was kept quiet but Lehman Brothers and Bear Stearns griped about being involved. Thus when the 2008 crisis hit they were purposely sacrificed to recapitalize JP Morgan Chase bank. Research Links Local Video BackUp:Gold-USD-and-Euro-Rob-Kirby-Bear-Stearns-Lehman.mp4 Transcript none of Read more…
Warren Buffet's favorite business book. He is everyone's favorite crony capitalist. But I'll read it anyway. Research Links Archive.org: Business Adventures by John Brooks Local Copy: Business Adventures by John Brooks
Interview with Willem Middelkoop is the founder and fund manager of the Commodity Discovery Fund in Amsterdam, Netherlands. Topic summary: How a photo journalist becomes a mining fund manager. The tell-tale signs of a great discovery, and how information leaks can help honest investors. How the process of writing books helps Read more…
Banks take deposits which are by nature assumed to be short term and lend longer term at higher rates. If the yield curve inverts there is no profit in this model and thus the banks stop lending. Credit thus seizes up and a recession ensues.
A groundbreaking documentary investigating those behind the high stakes global commodity markets: commodity traders, from the Chicago Board of Trade to Brazilian sugarcane fields, Geneva’s headquarters and Kazakhstan pipelines. Research Links Twitter: Tres Knippa @CMETrader
Archive.org: Reminiscences of a Stock Operator PDF: Reminiscences of a Stock Operator PDF: Reminiscences of a Stock Operator – 75th Edition with photos
Explanations of double entry book keeping by accountants lack the magic approach a good engineer uses. This explanation is by an engineer for an engineer that yields an intuitive understanding based on the modern concept of a database.
Yoichi Shimatsu posits that in the Fukushima exclusion zone there is evidence of a Japanese nuclear bomb program that includes the hydrogen bomb.