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AltynGold and An Outsider's Advantage

AltynGold and An Outsider's Advantage

In 1982 a Canadian businessman named Pierre Lassonde developed a way for precious metal miners to raise finance in order

By Patrick 16 Dec 2025
Gold: A turning point

Gold: A turning point

“What we call the beginning is often the end. And to make an end is to make a beginning. The

By Patrick 18 Nov 2025
View of San Antonio Bay from rooftop bar at night

Markets & Macro

What the Ibizan taxi market says about government intervention

A holiday case study in scarcity, protectionism and poor outcomes

By Patrick 02 Oct 2025
AltynGold and An Outsider's Advantage

AltynGold and An Outsider's Advantage

In 1982 a Canadian businessman named Pierre Lassonde developed a way for precious metal miners to raise finance in order

By Patrick 16 Dec 2025
The Case for Owning Gold – A Primer

The Case for Owning Gold – A Primer

In an era of fiat currencies, money printing, and inflation, gold remains one of the few financial assets that has

By Patrick 05 Apr 2025
Reading Interest Rates: The Hidden Economic Reality Investors Often Miss

Reading Interest Rates: The Hidden Economic Reality Investors Often Miss

To understand an economy, one of the crucial factors to consider is the impact interest rates have on the economy—

By Patrick 05 Apr 2025
AltynGold and An Outsider's Advantage

AltynGold and An Outsider's Advantage

In 1982 a Canadian businessman named Pierre Lassonde developed a way for precious metal miners to raise finance in order

Gold: A turning point

Gold: A turning point

“What we call the beginning is often the end. And to make an end is to make a beginning. The

What the Ibizan taxi market says about government intervention

What the Ibizan taxi market says about government intervention

A holiday case study in scarcity, protectionism and poor outcomes

Serabi Gold PLC: A Runner with a Weighted Vest

Serabi Gold PLC: A Runner with a Weighted Vest

Serabi Gold has been a steady runner, but heavy capex, uncertain growth, and governance questions leave the shares feeling more like a weighted vest than a sprint to returns

Under offer, over priced? A look at Foxtons

Under offer, over priced? A look at Foxtons

Foxtons is not just a listed business, its highly visible brand and distinctive yellow and green branded mini coopers provide

The Market Loves IWG. The Numbers Don’t.

The Market Loves IWG. The Numbers Don’t.

Despite a slick growth narrative, IWG’s fundamentals reveal a structurally fragile business with limited cashflow and a dangerously thin equity base.

Reading Interest Rates: The Hidden Economic Reality Investors Often Miss

Reading Interest Rates: The Hidden Economic Reality Investors Often Miss

To understand an economy, one of the crucial factors to consider is the impact interest rates have on the economy—

By Patrick 05 Apr 2025
State of the Nation

State of the Nation

Trouble in the Treasury Markets and High Inflation Friedrich Hayek, the prominent Austrian economist, believed that normal business cycles are

By Patrick 31 Jan 2025
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