Musings on Investing

Inflation or Deflation?

Anaconda Mines

I am not sure if we are headed for inflation or deflation, but I am reasonably certain that the quality of life in Europe and North America is headed south as we continue to compromise our productive capacities through bureaucracy, supply-chain disruptions, the emergence of the feral woke culture, and excessive social welfare. I remain very optimistic about East Asia. China refuses to engage in corporate welfare by not helping out Evergrande. Here is a discussion with Richard Kary:

On Investments

The market seems not to have liked the just published feasibility report of Anaconda Mines (ANX; C$0.58), the reason why it has got sold off. The report is much better than what I was expecting. Also, Gold Mountain (GMTN; C$1.25) has fallen to a level that I find attractive. And I am impressed with the efficiency with which they have put the project into production. While I want to buy both the companies, I am concerned that they might need to raise money in case of near-term disruption or operational delays. Cory, Shad and I discussed the two companies in the linked interview.

Merry Christmas,

Jayant Bhandari

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