Musings on Investing

India: A Failed State

Atico Mining, etc.

I recently left India after a three-month stay. India is drowning in fear. It has now gone past a critical state, where the institutions that the British left behind have been transmuted. Over the next year, you will learn to see it as another failed state. Here are my views on what is happening there:

The Acting Man will soon republish the article interspersing it with some imagery from my tweets.

On Investments

In the linked discussion with Cory Fleck, I consider why the rise in copper price is nothing to feel too excited about. I also talk about Atico Mining (ATY; C$0.65), Gold X (GLDX; C$3.47), and Newcore Gold (NCAU; C$0.58). One other company to closely watch is Gold Mountain (GMTN; C$2). Linked is my last note on it. As GMTN has gone up a lot and their recent financing will soon come free-trading, I would look for weakness over the next month to buy more.

Jayant Bhandari

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