No Image

Musings on Investing

East Asia: Future of Humanity Irving Resources, etc. I often wonder what the world would be like in the future. I have written and spoken a lot about why the Third World (with the exception…


No Image

Musings on Investing

The Future of America Keras Resources (KRS), etc. The frog in slowly boiling water fails to recognize the changes happening and eventually gets boiled. The end result of all democracies is communism. It is merely…


No Image

Musings on Investing

A Rational Speculator’s Portfolio Renaissance Gold (REN) Last month I gave a speech at the Vancouver Resource Investment Conference, in which I talked about why most of the questions asked and discussed at mining conferences…





No Image

Musings on Investing

Avoid Commodity Price Speculation Maritime Resources (MAE) I have never met anyone who succeeds in speculating in commodities. Most commodity speculators come to believe in the bright future of a certain commodity using oft-repeated slogans…


No Image

Musings on Investing

More Nuances on the Third World A Speculator’s Portfolio My experience based on having run three companies in India is that there is not much, if anything, you can do about those in the Third…


No Image

Musings on Investing

The Third World: Regressing to a Malthusian Equilibrium IDM Mining As a teen, I started to realize that the people chained together when being moved from one place to another were bonded labors (slaves). Girls…