Musings on Investing

The Constant Conflict

Arbitrage Opportunities

Most people believe that as the Third World becomes richer, it will become more peaceful and growth-oriented. The reality has been the exact opposite. Prosperity and formal education in the Third World are ironically correlated with rising fanaticism and tribalism. In fact, there is a clear causality here. Wealth and education without the much-needed concept of reason are self-destructive. I explore this issue in the linked article.

On investments…

While gold price continues to rise, junior gold mining companies are falling. In the last musings, I gave examples on how by raising money at the wrong time, companies are destroying shareholder value. Here is a discussion with Mining Stock Education on the same subject. I also present two arbitrage opportunities:

I recently had a conversation with Cory Fleck about why I am excited to be invested in Novo Resources (NVO; C$1.93). The conversation is linked here.

Finally, if you have not already registered, consider Sprott Natural Resource Symposium (discount code in the linked page), and my very own Capitalism & Morality (ticket price to increase soon).

Warm regards,

Jayant Bhandari

Associate: Rajni Bala

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