Forget Uranium, Buy Coal
A discussion on coal investing, uranium, contrarian resource opportunities, investor sentiment, supply and demand, and why hated sectors can offer better risk-reward.
Articles by Jayant Bhandari
Islam in Europe
A discussion with Pratham Padav of The Labyrinth on Islam in Europe, immigration, multiculturalism, India, East Asia, and the deeper crisis weakening the West.
Suicide by the West
A discussion with Chris Baker of Fountainhead Forum on Islam in Europe, secularism, liberty, law, social cohesion, and the future of Western civilization.
Modi Arrives in the US
An essay on Modi’s visit to the United States, Indian nationalism, American geopolitical expediency, and the illusions behind India’s supposed rise.
Why Are Resources Stocks Down
A discussion on why resource stocks are down, how mining companies destroy capital, and why investors must distinguish commodity demand from profitable resource investing.
India: Hawala Trade
A short note on India’s hawala trade, capital controls, foreign spending taxes, financial repression, and why informal finance emerges under intrusive government systems.
India: Another Demonetization?
An essay on India’s withdrawal of the INR 2,000 note, demonetization, bureaucratic confusion, state control, and the arbitrary disruption of ordinary life.
Mining as a Proxy for Commodities
A discussion on mining stocks as a proxy for commodities, why resource equities do not always follow commodity prices, and why coal may offer contrarian value.
Is Pax Americana Over?
A discussion on Pax Americana, currencies, geopolitics, arbitrage, investing, philosophy, and the risks of a more fragmented global order.
The West is Falling
A discussion on the decline of the West, where capital may flow, and why investors must think carefully about political risk, gold, currencies, and East Asia.