Latest Musings

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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…


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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…


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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…


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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…


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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….


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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…


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Musings on Investing

Corona-virus Hysteria Winshear Gold, etc. The volatility in the stock market shows that hysteria has set in. What is happening in the market would have been a rational response had the stock market simply fallen….


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Musings on Investing

Corona-virus Creates Opportunities Otis Gold, etc. I was recently in Toronto for PDAC. In my view, the fall in the stock market is offering investors a unique opportunity. While I am not competent to assess…


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Musings on Investing

India Finds a 112 Million Ounce Gold Mine Pinecrest Resources, etc. Today the headline news in India is about a massive gold find containing 112 million ounces. Indian media and Indians are euphoric, for they…


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Musings on Investing

Trump: End of the International Order? Nameson Holdings, etc. Trump recently killed Qasem Soleimani. Some people are blaming Trump for having compromised the international order. Irrespective of the merit of what Trump did, those who…