Christmas Comes Early to Rare Earth Miners

…And so the saga continues, China holds the threat of withdrawing REMs from the US, threatening to undermine global supply chains. These threats translated into action when China last week increased the import duties on ores and concentrates to 25%. This is a bit of ...

The Russian Gambit!

From sticks and stones to nerve agents and nukes, there is nothing, absolutely no other endeavor that humans have worked on with such dedication since the dawn of time – which has seen so many resources invested upon, money thrown to develop, invent, and innova...

Palladium – More precious than Gold!

Source from pexel.com   In 1803, a bright and ambitious chemist disrupted the world by discovering a rare and lustrous silvery white metal. This man was W.H Wollaston, and he named this metal Palladium, after the asteroid of Pallas that was discovered two months...

Uranium, Not So Radioactive Anymore!

  50, 150, and 300 – Number of civilian nuclear power plants under construction, on order, and planned, respectively, which according to the World Nuclear Association are going to be looking for long-term Uranium contracts these coming decades. The bulk of these...

Western Medicine by Eastern Wealth: Chinese VCs Invest in US Healthcare Startups

Back in the late 80s I remember reading an article, a puff piece really, glorifying universal healthcare in China. It mentioned barefoot doctors in every village working for the poor and not for profit, the beautiful synergy between western medicine (bad) and ancient...

The Asian Pivot: Equity Managers Look to Asia Even as Markets Plunge

  I had some Chinese last night and my local takeaway hero gave us some fortune cookies to go with it. My wisdom-in-a-biscuit read “The Chinese use two brush strokes to write the word ‘crisis.’ One brush stroke stands for danger; the other for opportunity.” This...

The Debt that Emerging Markets Bear

  Me: The world owes over US $ 247 Trillion. Also me: Whom do we owe it to – The Decepticons? Yeah, that’s an old joke repackaged with new figures, but the figures are real, or an estimated real as no one knows exactly how much debt is floating around.  Accordin...

Are Hedge Fund Managers the Dinosaurs of the Cryptocurrency Era?

  1636 was a very good year, and 1637 was a very bad year.   The world experienced Tulipmanie, or infamously remembered as the Dutch Tulip Mania. At the height of the bubble, a single stem Sempres tulip was exchanged for 12 acres of land! But by February 16...
Why

Why Hedge Funds Are Betting on the Dollar

  It was neigh on ten years ago, the world was just about half way through the ‘Great Recession’ and I was sending out a newsletter wondering how much lower the Dollar could plunge. The Euro/USD pairing was touching 1.50 at one point. How the times have changed!...

Bulls, Bears, and Bowties: The Strong Dollar

    In this episode of Bulls, Bears, and Bowties, hosts Greg Silberman and David Crook will discuss international currency markets, the strong dollar, and the implications for emerging markets such as Turkey and South Africa.   Watch this episode to le...