Group 1 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven investments that maximize shareholder equity [1] - The fund aims to meet growth-oriented goals while democratizing financial literacy and simplifying complex macroeconomic concepts [1] - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition strategies [1] Group 2 - Amrita co-founded an award-winning newsletter, The Pragmatic Optimist, which emphasizes portfolio strategy, valuation, and macroeconomics [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, indicating its influence and reach [1] - Amrita's goal is to extend her ideas to Seeking Alpha, further broadening her audience and impact in the financial community [1]

From the Vikings and the Mongols to pirates of the 18th century, economics is a useful tool for understanding conflict. A new book explains why https://t.co/rvk4kvlYQOIllustration: Ricardo Rey https://t.co/SsI8mLx95E ...

From the Vikings and the Mongols to pirates of the 18th century, economics is a useful tool for understanding conflict. A new book explains why https://t.co/TxYGOpxQU0 ...

Sailing to foreign lands and trekking to new wildernesses is extraordinarily expensive. It is also fraught with uncertainty. That is where economists come in https://t.co/Ysuin9QbDT ...

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience in user acquisition and venture capital, which informs her investment decisions [1] - The newsletter "The Pragmatic Optimist" aims to simplify financial literacy and macroeconomic concepts for a broader audience, enhancing understanding of investment strategies [1] Group 2 - The previous analysis of Meta (NASDAQ: META) indicated a "buy" rating due to increasing usage and monetization efficiency across its platforms [1]

Core Viewpoint - Friedrich Global Research aims to identify the safest and best-performing companies for stock investments by focusing on free cash flow, efficient capital allocation, and consistently superior results to pinpoint high-quality management teams [1] Group 1: Company Analysis - The analysis emphasizes the importance of free cash flow and efficient capital allocation as key indicators of a company's performance [1] - The focus is on identifying management teams that consistently deliver superior results, which is crucial for long-term investment success [1] Group 2: Analyst Background - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with a background as a CPA and CFA charter holder [2] - The analyst possesses expertise in both quantitative and qualitative analysis, along with extensive experience in technical analysis [2] - A diverse career background, including roles in retail, military service, and management across various sectors, contributes to a broad perspective on macroeconomics and detailed operational insights [2]

Core Argument - The article suggests that economics, despite being associated with rational self-interest, can offer insights into the seemingly irrational activity of war [1] Implied Focus - The book likely explores the economic dimensions of war, potentially analyzing costs, benefits, resource allocation, and strategic decision-making within conflict scenarios [1]

Core Viewpoint - Taseko Mines Limited has released a new technical report for its Yellowhead Copper Project, highlighting significant improvements in project economics and establishing it as a world-class copper project in a tier-one jurisdiction [1][2]. Project Overview - The Yellowhead Project is located in central British Columbia, approximately 300 km southeast of the Gibraltar Mine and 150 km north of Kamloops, benefiting from excellent transportation infrastructure [4]. - Mining operations will utilize conventional truck and shovel techniques from a single open pit, with a process flowsheet that includes a SAG and ball milling circuit, followed by flotation processes [5]. Economic Highlights - The project has an estimated initial capital cost of C$2.0 billion, with a net present value (NPV) of C$2.0 billion and an internal rate of return (IRR) of 21% at a copper price of US$4.25 per pound [7][9]. - Average annual copper production is projected at 178 million pounds over a 25-year mine life, with total cash costs (C1) of US$1.90 per pound [7][9]. - The project is expected to generate total tax payments of approximately C$3.2 billion over its lifespan and create around 590 direct jobs and 1,120 indirect jobs [6]. Technical Report Updates - The new technical report incorporates updated capital and operating cost estimates, long-term metal prices, and additional technical work since the previous report in January 2020 [1][9]. - Key economic results show an increase in copper price assumptions from US$3.10 to US$4.25 per pound, and an increase in initial capital costs from C$1.3 billion to C$2.0 billion [9]. Environmental and Community Engagement - The project has commenced the Provincial and Federal environmental assessment processes, along with the Simpcw First Nation's assessment [10]. - Community engagement and technical studies are ongoing to support project permitting initiatives [10]. Mineral Reserves and Resources - As of June 1, 2025, the Yellowhead Project has proven and probable mineral reserves totaling 817 million tonnes, with an average copper grade of 0.28% [11]. - The measured and indicated mineral resources are estimated at 1,296 million tonnes, with an average copper grade of 0.25% [14].

From an economist’s point of view, teetotalism is an incoherent and damaging ideology—for three big reasons https://t.co/uOacwuDeYR ...

Brazil seems to have attracted a lot of attention because of the motivations behind the tariff, the size of the tariff, the unexpected nature of the scale of the tariff on Brazil. How much of a market perspective does this matter, do we think clearly is having an impact on some European companies that have exposure. Yeah, it certainly raised a lot of eyebrows in Latin America when the news broke at the end of the US day yesterday and a and a local Marquez really came under the cross.You know, we saw the rai ...