David B. Iben, CFA, uses the classic tale, the Wizard of Oz by L. Frank Baum, as a parody of the world’s central banks, elected representatives, Neo Keynesian academics and the rest of the central planners and why we at Kopernik plan to forsake easy gimmicks and follow the yellow “BRIC” road.
My Fair Lady, (MFL) has been reprised many times over the decades. It started as Pygmalion in London, later coming across the Pond as MFL, and as many versions continued to be cast on various stages throughout the world, it was adapted for film and became a popular, award-winning movie. Therefore, it seems in the spirit of things to reprise my Commentary from four months ago.
In his latest commentary, Kopernik analyst and co-portfolio manager for the International Strategy Mark McKinney uses Thomas Sowell’s classic question “At what cost?” to articulate potential unintended consequences of finding solutions to current economic challenges.
As a follow up to his last commentary, Kopernik Analyst and Co-portfolio manager for the International Strategy Mark McKinney furthers the discussion that “help” from the government will create more economic harm than benefit, specifically as it relates to inflation.
In his latest commentary, Kopernik Analyst and Co-portfolio manager for the International Strategy Mark McKinney describes how the “help” from economic policymakers and government officials has historically and will continue in the future to create more harm than benefit economically and societally.
In his latest commentary, Analyst and Portfolio Manager Mark McKinney discusses the rise of a new group of believers in the omnipotent power of the government and central banks, affectionately nicknamed “Fed Bugs,” who believe that printing more money will solve society’s problems. He argues that these Fed Bugs are missing the point: economic logic always wins in the long run.
In this white paper, Kopernik’s Investment Research team analyzes the potential risks and upsides of investing in the mining space and describes how Kopernik values mining companies.
In this update of our 2017 white paper, analyst Steve Rosenthal discusses Kopernik’s perspective on uranium, its unique properties, and the global opportunities Kopernik is currently seeing in the industry.
In honor of our 10-year anniversary, Kopernik was profiled in a story by the Tampa Bay Business Journal. Our Founder and CIO Dave Iben and President Neda Yarich discussed Kopernik’s success, growth, and why it has always paid to be a contrarian investor.
Read the full story here.
Deputy CIO Alissa Corcoran spoke at the Bloor Street Capital Nuclear & Uranium Conference, where she discussed opportunities in global markets and how Kopernik approaches investing in uranium. Watch Alissa’s full interview here, beginning at 1:19:07.
Today's market environment is leading to extreme discounts in select assets, presenting an increasingly interesting set of opportunities. Kopernik CIO Dave Iben and Deputy CIO Alissa Corcoran recently sat down with Value Investor Insight to discuss where these opportunities are and how Kopernik’s philosophy and investment process are poised to capitalize on them. Dave and Alissa explore several themes including:
1. The importance of scarce, necessary assets in the commodities space
2. Specific opportunities in emerging markets, agriculture, and gold miners
CIO Dave Iben and Deputy CIO Alissa Corcoran sat down with editor Kathryn M. Welling of Welling on Wall Street for a profile on Kopernik. Read the full interview for more insight into the investment opportunities we’re finding in emerging markets and why we continue to enjoy being contrarian, patient investors.
Kopernik Deputy CIO Alissa Corcoran appeared on BNN Bloomberg TV to discuss the advantages of investing in gold, how she’s evaluating unique value investment opportunities, and the impact of Newmont’s bid for Newcrest. You can watch Alissa’s interview here.
