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Musings on Investing

The US is doomed without Trump Value-traps I recently had a discussion with Crux Investor on a variety of issues: why the US is doomed without Trump, why the West is regressing, why democracy is…


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Musings on Investing

Sprott Vancouver Natural Resource Symposium Alexandria Minerals The next Sprott Vancouver Natural Resource Symposium will be held from 29th July to 2nd August 2019. This symposium has a very special place in my heart, for…


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Musings on Investing

America will not be the Best Country Novo Resources Here is a rather long discussion I had with Mike about a range of issues, including why in my views, despite that the US is still…


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Musings on Investing

The Decline of India Renaissance Gold, etc. According to the international organizations—the World Bank, the IMF, etc.—India is a vibrant democracy, and among the fastest growing economies in the world. I am not sure whether…