Business
Steve Eismans Short of Canadian Banks due to Real Estate Crash
Research Links
The Big Short's Steve Eisman: Canada's bank CEOs 'extremely ill-prepared' for credit cycle. He is shorting the stocks.
Business
Rosseau Asset Management – Resource and Mining Investment
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 the world in 2016.
Warren and I talk about why he chose to focus on mining, dig into various tricks and scams often perpetrated by unscrupulous stock promoters and mining management teams, the unique skill sets mining investors must have, how Warren made money on Bre-X on the way up… and the way down, and much more.
Research Links
Business
Reason Why Lehman Brothers and Bear Stearns Were Singled Out for Destruction During the 2008 GFC Great Fcuking Crisis
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.
Business
Book: Business Adventures by John Brooks
Warren Buffet's favorite business book. He is everyone's favorite crony capitalist. But I'll read it anyway.
Research Links