Desert Fossil – January 2022

God plays pretend Waiting for my final days The Devil sits by, idle, Watching trains go by Nestle in the strangest corners of my brain My eyes lit up like lightbulbs Cars move around me, They know my strength Cigar fumes contour my body, Warming my heart I am a stolen masterpiece, With no valueContinue reading “Desert Fossil – January 2022”

Hong Kong Exchanges and Clearing Analysis – January 2022

Hong Kong Exchanges and Clearing Limited (Symbol: 0388.HK) is a publicly listed stockmarket and derivatives clearing house operator. In the past 6 months, the Chinese government have made clarifications related to overseas stock listings and mainland derivatives trading. It said Hong Kong would not be subject to new data security rules for companies with moreContinue reading “Hong Kong Exchanges and Clearing Analysis – January 2022”

Melco Resorts Analysis – January 2022

Melco Resorts & Entertainment Limited (Symbol:MLCO) is a casino operator with a large majority of their revenue coming from Macau, a special administrative region in China. News from last week coming out of the Macau government clarified news around their gaming license (which is due to expire June 2022), though much remains unclear. According toContinue reading “Melco Resorts Analysis – January 2022”

Agnico Eagle Mines Analysis – January 2022

Agnico Eagle Mines (TSX:AEM, NYSE:AEM) is a senior gold miner with a market cap of $15.85b CAD. They announced a merger of equals with Kirkland Lake Gold (TSX:KL, NYSE:KL) in September 2021. In November, both companies shareholders approved the merger and are awaiting to be granted the final order by the Ontario Superior Court ofContinue reading “Agnico Eagle Mines Analysis – January 2022”

Valley of the Deer – January 2022

I lie, spirit dissolved, in a narrow and forensic tomb love lost from a book Lord, take me before I die a second time a railway of steel lines my body with starlight and firewater a paper pulp highway in my veins a slow, racing pulse the fisherman’s hook plucks my heart overflowing with 38,000Continue reading “Valley of the Deer – January 2022”

The Thrill is Gone – December 2021

last colours of December marked our descent into darkness cured from the cold, seeing beyond the immediate realm “the thrill is gone” venting through his cracked up mind he told me these words interspersed with forbidden knowledge “unify the devil! and solve the puzzle within my tears” an old leather smile gripped his face eyesContinue reading “The Thrill is Gone – December 2021”

End of Year Thoughts on the Markets – 2021

Christmas is almost here and important investment decisions are looming. Let’s begin. Omicron is spreading rapidly across the world. Emerging guidelines within Canada are that healthcare workers are now required to get a 3rd Pfizer shot (a booster). If the federal government is going to require a third shot against covid-19, I think it wouldContinue reading “End of Year Thoughts on the Markets – 2021”

Dinner by the Bulwark – December 2021

it had been a long time since I’d seen anyone I had just finished my latest meeting I sat by the bulwark at the dinner table several small fires began to form in my head I feel myself start to glow a yellow-white hue like Poseidon’s jewel, the invariable liferaft in this abyss I’ve alwaysContinue reading “Dinner by the Bulwark – December 2021”

King of the Castle – December 2021

mourners gather in Joshuatown the prodigal man empties his pockets swimming in my own virility, I was too confused to laugh I needed someone’s permission red face, blue face, green face which face was I going to be today morning harbingers at Death’s last border greet me I wipe my teardrops off the tombstone thisContinue reading “King of the Castle – December 2021”

Associated British Foods (Company review) – November 2021

Associated British Foods (ABF-L) is a publicly listed company in the UK. It has a five different arms: Grocery, Sugar, Agriculture, Ingredients and Retail. Employing 128,000 people, it is the 8th largest private-sector employer in the UK, according to Disfold.  Going by most revenue, Retail comes first with £5.5 billion. It includes the Ireland-based PrimarkContinue reading “Associated British Foods (Company review) – November 2021”