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Aaron Hoddinott's lessons learned from 2022

Boy, Did I Learn a Lot in 2022

It’s got to be -100 degrees celsius outside as I sit here in my Calgary office writing this annual letter, reflecting on 2022 and the

quantitative tightening is taking all assets lower

The Fed’s Secret Interest Rate Risk

The Fed’s balance sheet is the key to market liquidity and performance. When it shrinks, the market and liquidity decline; when it expands, the opposite

graphite demand

The Dark Horse of EV Minerals

When it comes to EV battery metals, most of the attention has gone to lithium in recent years – and not undeservedly so. Lithium is

Nicaragua gold is at the heart of recent sanctions by US

Volcanoes, Gold, Corruption, and Greed

Nestled between the Pacific Ocean and the Caribbean Sea, the small Central American nation of Nicaragua has experienced political turmoil for nearly two hundred years.

Can Anything Stop Lithium’s Rise?

There is a great expression, “Nothing fails like success,” by Robin Sharma – one of the world’s top leadership experts, that reminds me of the

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