Latest Musings

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Musings on Investing

The US is doomed without Trump Value-traps I recently had a discussion with Crux Investor on a variety of issues: why the US is doomed without Trump, why the West is regressing, why democracy is…


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Musings on Investing

Sprott Vancouver Natural Resource Symposium Alexandria Minerals The next Sprott Vancouver Natural Resource Symposium will be held from 29th July to 2nd August 2019. This symposium has a very special place in my heart, for…


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Musings on Investing

America will not be the Best Country Novo Resources Here is a rather long discussion I had with Mike about a range of issues, including why in my views, despite that the US is still…


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Musings on Investing

The Decline of India Renaissance Gold, etc. According to the international organizations—the World Bank, the IMF, etc.—India is a vibrant democracy, and among the fastest growing economies in the world. I am not sure whether…


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Musings on Investing

Democracy: The Most Evil System Novo Resources, etc. The democratic system of selecting the government is the evilest. What most people do is to find faults in non-democratic systems and then assume that democracy must…


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Musings on Investing

Uranium Mining: Is it Worth Investing in? Ascot Resources Investing in mining should be for only one purpose: for the differential between the risk-adjusted value that an investor sees in a company’s projects and its…


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Musings on Investing

Trade War Will Blow Over Commander Resources, etc. I recently attended PDAC in Toronto. It is hard to objectively know whether there was more interest this year in the mining sector, but my visual impression…


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Musings on Investing

East Asia: Future of Humanity Irving Resources, etc. I often wonder what the world would be like in the future. I have written and spoken a lot about why the Third World (with the exception…


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Musings on Investing

The Future of America Keras Resources (KRS), etc. The frog in slowly boiling water fails to recognize the changes happening and eventually gets boiled. The end result of all democracies is communism. It is merely…


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Musings on Investing

A Rational Speculator’s Portfolio Renaissance Gold (REN) Last month I gave a speech at the Vancouver Resource Investment Conference, in which I talked about why most of the questions asked and discussed at mining conferences…