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Financially Transmitted Diseases

I came up with Financially Transmitted Disease, or FTD TM for short, a couple of years ago. It all happened when I was having dinner with some colleagues discussing quantitative easing (QE) and negative interest rate policy (NIRP). NIRP will have the biggest impact...

Marin Katusa Unfiltered: Warren Buffett Just Dropkicked the Resource Sector

The cost of capital for every single resource company changed on Tuesday, April 30 th , 2019. I’ve written extensively about the coming reality check for the resource sector. There is a significant amount of debt coming due. Management teams are preten...

Alasdair Macleod Wants to Invent a New Form of Math

I lived in California when I was in the 7 th grade. The state led the rest of the US in education. That was before it turned into a socialist paradise. I took an algebra course in the 7 th grade; California would let you take any course the teacher would allow you in. I...

Mining Firm Expands Its Reach with Artificial Intelligenc

Mining Firm Expands Its Reach with Artificial Intelligence Source: Peter Epstein for Streetwise Reports 04/22/2019 Peter Epstein of Epstein Research digs into the potential of this company's AI technology, which he believes offers significant benefits for the stakeh...

Gold and Oil: Remembering the '70s

Before I get started on my weekly commentary, I want to thank you all for the waterfall of responses to A Boomer's Plea posted last weekend, in what I must confess was my most impassioned missive of a multi-decade writing career. Speaking out as a member of the generat...