The Myth of India’s IT industry
I write for Acting Man about the myth of India’s IT industry and why its apparent success does not reflect a broader transformation of India’s economy or institutions.
I write for Acting Man about the myth of India’s IT industry and why its apparent success does not reflect a broader transformation of India’s economy or institutions.
I write for Acting Man about India’s GST chaos, corruption, bureaucracy, gold, and why the country’s economic problems are rooted in deeper institutional and cultural decay.
I write for Hard Assets Alliance about India’s demonetization and the deeper currency crisis it exposed, including chaos, lost trust, institutional decay, and gold as money of last resort.
I join Bill Powers of Mining Stock Education to discuss how arbitrage opportunities arise in junior mining stocks and how investors can evaluate the risks.
I write for Acting Man about why cash is returning in India, how demonetization continues to damage the economy, and why forced digitalization and GST reveal deeper institutional decay.
I join Maurice Jackson of Proven and Probable to discuss gold, India, junior mining companies, and why many so-called emerging markets are not truly emerging.
I speak with RiskHedge about what I witnessed in North Korea and how fear, propaganda, obedience, and ritualized devotion shape life under Kim Jong Un.
I write for Liberty Unbound about corruption in India and why bribery, patronage, and institutional decay are symptoms of deeper cultural problems.
In this presentation at the International Metals Writers Conference in Vancouver, I discuss how arbitrage opportunities in the junior resource sector can offer investors lower-risk ways to profit from market inefficiencies.
I write for Liberty Unbound about India’s push toward a cashless economy and why forced digitalization creates more hardship than progress.