@Jamie_Keech Profile picture

Jamie Keech

@Jamie_Keech

Founder & CIO @ Resource Insider | Chairman @VidaCarbon | CoFounder & Director @ Cicada Logistics | Building great natural resource businesses

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Sad. True.

Here is the harsh truth as someone who allocates capital in different parts of the world: Canada is no longer a compelling place to invest. Hasn’t been for a few years now. As a result, the economic prosperity of Canada will continue to shrink. This is despite an incredibly…



Here we go! Next step patriot act??

YES!



Serious question: How can you raise children in Canada and not be seriously worried about their future? “Canada’s newest medical school… which opens next fall at Toronto Metropolitan University, will reserve 75 per centof its seats for Indigenous, Black, and other…

Pardy: Canada's newest medical school will need an undergraduate GPA of only 3.3 on a 4-point scale, and maybe not even that nationalpost.com/opinion/bruce-…



Crowd of billionaires or crowd of bar tenders? 😂 @elonmusk @JDVance @realDonaldTrump

Trump is scared. Elon is scared. JD Vance is scared. And I don’t know about you, but I don’t want a couple of coward billionaires calling the shots in America. I want someone who is going to fight for a $15 minimum wage, take on income inequality, and fight for working people.



Wow

First Druckenmiller (the GOAT) and now PTJ… “All roads lead to inflation. I’m long gold. I’m long Bitcoin” - Paul Tudor Jones Incredible how far Bitcoin has come. 🟠



Jamie Keech Reposted

First Druckenmiller (the GOAT) and now PTJ… “All roads lead to inflation. I’m long gold. I’m long Bitcoin” - Paul Tudor Jones Incredible how far Bitcoin has come. 🟠


Don’t these come standard in all new homes in Texas?

Australian tried hiding guns in a secret bunker



Jamie Keech Reposted

An inconvenient truth.

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One of the saddest things I’ve ever read. A generation of kids cutting off their ENTIRE family over political beliefs. I’ve had many Ri readers tell me over the years that we’re sliding into communism. 6 years ago I thought it was nonsense. Today I see it differently. The…

A growing movement seeks to destigmatize going “no contact” with one’s relatives. Is it a much-needed corrective, or a worrisome change in family relations? @anna_russell reports. nyer.cm/EKKgraC



This is a block from my office. Sad and disgraceful.

Michael Higgins: Trudeau fiddles as Canadian flags burn nationalpost.com/opinion/trudea…

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My interview with MARK CUTIFANI the past CEO of @AngloAmerican and current Chair of Vale Base Metals. Mark and I discuss: - His early life, including his unconventional motivation for joining the mining industry. - The key leadership lessons he has learned throughout his…


Put him in charge.

Shirtless dude holding a beer takes this CNN reporter apart after she suggests he shouldn’t care about inflation. King stuff.



Jamie Keech Reposted

The rise of #Coal consumption

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Jamie Keech Reposted

Spectacular growth in China's demand for electricity 👀👇🇨🇳 #energy #china #power #uranium #coal #oott #copper

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Less than half that amount



This.

Yet another example of Resource Nationalism. Slowly, then all at once. We're entering a multi-polar world where domestic supply becomes even more important. All of this, of course, is highly inflationary.

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Jamie Keech Reposted

Everybody should sharpen their pencils and dig into the small-cap liquid real asset ecosystem. @massifcap tracks the small-cap real asset ecosystem with a market cap-weighted global index that is rebalanced monthly. We are currently at roughly the COVID-19 lows. #realassets

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Coal consumption up 15% since the Paris climate agreement. Last year we burned more fossil fuels than any year in history. We are not “transitioning” to renewable energy- we’re just adding it.

VIDEO COLUMN: The world has never used as much coal as it’s burning this year. In the age of the climate crisis, King Coal still reigns. Above all, in China, which accounts for >50% of global demand. #CoalTwitter #ClimateCrisis @opinion h/t @Michaelj628



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