Preferred Share Investor. Research for the middle of the Capital Structure. Division of Capitalight. Free trial https://xitter.gq/t.co/wkC4hsSVKA
Joined October 2020
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CPSR retweeted
Gold set a nominal all-time high in Aug 2020 but has fallen back since. The long term uptrend is forecast to remain intact.
CPSR retweeted
Today’s the last day to stop by the Capitalight Research booth #1215, we’d love to have a chat with you! #PDAC2022
CPSR retweeted
Alright media people, tune in here. Someone needs to write a piece explaining the real motivation behind a lot of these "we pay cash for homes" flyers floating around. I've finally been able to review an official offer from one of these companies.
Thread.
1/
CPSR retweeted
I love this piece
Just published ➡️ ms.spr.ly/6011ZL8wP
The market's focused on the pull forward of Fed hikes but there’s a much bigger asset allocation story at play. The macro environment is now being shaped by supply & we’re not used to this. A lot to unpack here. Take a look & stay tuned.
CPSR retweeted
1/14
In some respects, what happened in bond markets last week was epic, something we might be talking about for many years.
A thread to explain
CPSR retweeted
If you are tempted by a relentless downtrend in a previously high-flying hypergrowth stock, do this first:
1) [ticker] US Equity HDS <GO>
2) sort by % Portfolio
3) count how many rows you have to go till the % is less than 2%
4) add up what % of market cap is above that line
CPSR retweeted
The commodization of the shipping supply chain is underway. We believe that structural inflation is developing within the supply chain. Like the oil crisis of the 1970's, these issues will take upwards of 6 years to workout.
CPSR retweeted
Very interesting piece on the relationship between truckers and ports.
"There’s no guarantee of ANY wage and in many cases these drivers make far below minimum wage. In some cases they work 70 hour weeks and still end up owing money to their carrier."
medium.com/@ryan79z28/im-a-t…
CPSR retweeted
It's hard to read the Bank of Canada as anything but that they want to hike, and relatively soon. But in my outlook, global growth becomes more challenging in the first half of 2022 and hiking (for anyone) will be tough. That means in my mind, you can pick from 2 narratives:
CPSR retweeted
Thomas Brady, Ph.D., Managing Director, @Capitalight, will be @RedCloudFS' first keynote speaker. He will be presenting at 12pm ET on October 18. Register now to tune in: bit.ly/3kTKaYC
#mining #RedCloudConferences #PreciousMetals
CPSR retweeted
Joe & Paul's Another Mining Podcast #6 Tom Brady - Mineral Economist - The Gold Market
Discussion with former Chief Economist for @NewmontCorp and Exec Dir of J.P. Morgan Center for Commodities (U of Col Bus. School). @CGS2021Gold @ExplorationIns1
youtube.com/watch?v=DmNrcqlX…
CPSR retweeted
The Fed can hike interest rates all it wants, it's not going to make it rain in Brazil, open ports in China, find truck drivers in the UK, change covid-0 policies in Australia. Bet that the Fed will hike rates if you want, but don't bet it will help this supply-driven inflation.
CPSR retweeted
Mackenzie investments Money Tree. Pick a charity and Mackenzie will donate $50 in your name. Cool. #charity @OpportunityCan mackenziemoneytree.com/
CPSR retweeted
0/ Ben Bernanke spoke in a fireside chat on inflation, the real economy, monetary policy, etc... Re: inflation he notes Economists / Fed have revised their inflation forecast higher. "There is a very substantial transitory component, looking at base effects; used cars, airfares /
CPSR retweeted
Capitalight Research is proud to announce the launch of Critical Metals for a Sustainable World. Read the press release here: tinyurl.com/Critical-Metals-…
