Gold, Platinum, Scarcity and Optionality: Sibanye-Stillwater (Part I)
In 2007 the United States subprime market collapsed, due to (relatively) higher and rising interest rates combined with surging delinquency
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
“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
A holiday case study in scarcity, protectionism and poor outcomes
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
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.
Despite a slick growth narrative, IWG’s fundamentals reveal a structurally fragile business with limited cashflow and a dangerously thin equity base.
Silver – Crisis Insurance
Most businesses purchase various types of insurance (public liability / professional indemnity / cyber liability) to cover themselves in the scenario where
AltynGold PLC: A Severely Underpriced Gold Miner
AltynGold represents the ethos and mission of Gold Standard Finance. In that it is an asset that is undervalued, overlooked,
Andrew Bailey and the Art of Being Wrong
In ancient Egypt, a high priest was the chief priest of any of the many gods revered by the Egyptians.
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
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—
Markets & Macro
State of the Nation
Trouble in the Treasury Markets and High Inflation Friedrich Hayek, the prominent Austrian economist, believed that normal business cycles are