Musings on Investing

The Constant Conflict

Arbitrage Opportunities

Most people believe that as the Third World becomes richer, it will become more peaceful and growth-oriented. The reality has been the exact opposite. Prosperity and formal education in the Third World are ironically correlated with rising fanaticism and tribalism. In fact, there is a clear causality here. Wealth and education without the much-needed concept of reason are self-destructive. I explore this issue in the linked article.

On investments…

While gold price continues to rise, junior gold mining companies are falling. In the last musings, I gave examples on how by raising money at the wrong time, companies are destroying shareholder value. Here is a discussion with Mining Stock Education on the same subject. I also present two arbitrage opportunities:

I recently had a conversation with Cory Fleck about why I am excited to be invested in Novo Resources (NVO; C$1.93). The conversation is linked here.

Finally, if you have not already registered, consider Sprott Natural Resource Symposium (discount code in the linked page), and my very own Capitalism & Morality (ticket price to increase soon).

Warm regards,

Jayant Bhandari

Associate: Rajni Bala

Disclaimer: All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. The sole purpose of these musings is to show my thinking process when analyzing a stock, not to provide any recommendation. I will not and cannot be held liable for any actions you take as a result of anything you read here. Conduct your own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions. Any investments, trades, speculations, or decisions made on the basis of any information found on this site, expressed or implied herein, are committed at your own risk, financial or otherwise.

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