Image

Arni Johannson
Founding Partner

It's the summer of 2008 not the summer of 1999 when gold traded slightly below $254 /oz. As investors we ALL love to speculate and hypothesize about the "what if's". However it is much more prudent to live with clarity and ... Read More

Image

Colin Bowkett
Partner

Is there going to be an increasing demand for energy over the long haul? We certainly think so. I was attending a conference some weeks ago and the keynote speaker was lamenting the rising cost of gas at the pump, and ... Read More

Image

Mark Hewett
Partner

I like to think that we are all at least somewhat environmentalist.  Whether it is recycling the newspapers and beverage containers to actively calling for environmental bans on pesticides and CFC’s, we should all be concerned with how we affect ... Read More