Musings on Investing
China: Exponential Growth to Continue Condor Resources (CN) Many people get figuratively lost in the ghost cities of China. Others refuse to take China seriously, for they cannot stop worrying about its debts. Then there…
Where Am I Putting My Cash?
Musings on Investing
Newton: A Movie FPX Nickel (FPX), Novo Resources (NVO), etc. I recently watched a Hindi movie, Newton, which marvelously portrays the ground realities in the tribal parts of India. It gives a glimpse of the…
No Cheers for Democracy
Musings on Investing
The Bear Market is the Best Place to be in Amarillo Gold (AGC), Altus Strategies (ALTS), etc. The growth of China is the key to the future of resources. Linked is my discussion with Cory Fleck…
Throw Out the Rose-tinted Glasses When You Look at Africa
Musings on Investing
Popular Delusions Altus Strategies (ALTS) Telling those in a drunken orgy about STDs and hangover is a thankless job. If they listen to you, they will only remember the fun they will have missed out…
Commodity Price Leverage in Mining is a Mirage
