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….
Latest Musings
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…
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…
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…
Musings on Investing
Hong Kong: Inexpensive Luxury Core Gold, etc. As I write from my four-star hotel in Hong Kong, which costs me a mere $25 per day, I cannot but think about how erroneously risk is priced…
Musings on Investing
India: The Ground Realities First Mining, etc. If I need to get plumbing work done in India, I do the job myself, despite that the cost of a plumber is a mere couple of dollars….
Musings on Investing
India: At Mines & Money London Group Eleven, etc. For the last many years, I have attended Mines & Money conferences in London and Hong Kong. I find both very useful, for they are the…
Musings on Investing
The US: Should it Stay World’s Policeman? Atico Mining, etc. Despite all its flaws, the US has been the only stabilizing force in the world. Unfortunately, it has failed to fundamentally change the culture of…
Musings on Investing
Kashmir: There is no End to the Crisis Irving Resources, etc. In the post-British India, Kashmir has never had peace. No place in India has had peace. The country wallows in wretchedness, extreme poverty, exploitation,…
Musings on Investing
Excellent Gold Stock Opportunities First Mining, etc. Toronto venture index is back to where it was at the beginning of this year. The performance of junior gold mining companies has been similar. At best, they…