Musings on Investing
The Decline of the Third World Exore Resources, etc. The terms “emerging markets” and BRICS have so much taken over the imagination of investors that they have come to expect most of the future economic…
Latest Musings
Musings on Investing
Why You Should Look at East Asia Irving Resources, etc. Talking with Claudio Grass last week, I gave my views on Keynesianism, India’s covid19 lockdown, and China’s future. In part-II of the discussion, we talk about…
Musings on Investing
Illusions of Keynesianism Guyana Goldfields, etc. Keynesian economics aspires to create something out of nothing. Underpinning it is the magical thinking of those who have physically grown to adulthood but who have failed to give…
Musings on Investing
Rights Offerings Eros Resources, etc. What will the post-covid19 world look like? Would China be able to emerge out of the crisis? What will happen to the West? Maurice Jackson and I also discuss the…
Musings on Investing
Value-traps Tethyan Resources, etc. Many investors believe in the fallacious concept of “falling knife.” There is no way to know when the market will stop falling. We cannot predict when it will turn around and…
Musings on Investing
India’s Hunger Games Anaconda Mining, etc. I continue to be in India. India is experimenting with something never tried before. The whole country is in a curfew—all of 1.38 billion people. You cannot leave home…
Musings on Investing
Still Optimistic about China? Otis Gold, etc. Early this month, at the Letter Writer Presentations for Investors organized by Peter Bojtos and Sprott, I spoke about whether I continue to be optimistic about China. Here…
Musings on Investing
India Forgets its Poorest 85% Evrim Resources, etc. Prime Minister Narendra Modi today announced a total lock-down in India for the next 21 days. This is unprecedented in human history. Even China could not have…
Musings on Investing
Cow-urine for Corona-virus Mirasol Resources, etc. Excerpted from a forthcoming article in the Liberty: I am in India. I have always thought that when chaos hit India, I would be the first one to leave….
Musings on Investing
India: Gold Find and the Economy Minaurum Gold, etc. At the recently held PDAC, Sunny Pannu and I talked about the news of India’s major gold find, why such propaganda is accepted, Indians’ inability to…