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…
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…
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…
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…
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…
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…
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…
Avoid Commodity Price Speculation Maritime Resources (MAE) I have never met anyone who succeeds in speculating in commodities. Most commodity speculators come to believe in the bright future of a certain commodity using oft-repeated slogans…
More Nuances on the Third World A Speculator’s Portfolio My experience based on having run three companies in India is that there is not much, if anything, you can do about those in the Third…
The Third World: Regressing to a Malthusian Equilibrium IDM Mining As a teen, I started to realize that the people chained together when being moved from one place to another were bonded labors (slaves). Girls…