Latest Musings

No Image

Musings on Investing

Trump: Why I am Increasingly a Fan ValOro Resources (VRO), etc. As time has gone by I have grown increasing respectful of Trump. Not only he is doing what he said he would, but he…


No Image

Musings on Investing

Gold: To go up as the Third World Implodes Nevsun Resources (NSU), etc. Sophisticated investors often follow gold price in US dollar. This is despite the fact that the biggest buyers of gold for wealth…


No Image

Musings on Investing

Mining Shows in Colorado Salazar Resources (SRL), Amarillo Gold (AGC), etc. A trip that I look forward to every year is to Beaver Creek, to attend the Precious Metals Summit and then to Colorado Springs…


No Image

Musings on Investing

The Deceptive Low-Costs of the Third World Novo Resources (NVO) Prices of smartphones and laptops tend to be similar around the world. But prices of what are called untradable goods tend to differ, sometimes drastically….


No Image

Musings on Investing

Trump: Why I Like Him GFG Resources (GFG) When Trump banned refugee admissions and put a blanket ban on the arrival of the citizens of Iraq, Libya, etc., there was a huge amount of opposition….


No Image

Musings on Investing

India’s “Independence Day” Kangaroo Resources (ASX.KRL), etc. Last week India celebrated its 71 years of independence from the British empire. I saw the following photograph from a flag-hoisting event at a remote school. As anyone…


No Image

Musings on Investing

Why the Poor Stay Poor Salazar Resources At the recently held FreedomFest in Las Vegas, we had a very interesting panel on why poor societies stay poor. It was a discussion between Doug Casey, Rakesh…


No Image

Musings on Investing

East Asia: Where Growth and Stability is Summer Sale At the recently held Sprott Natural Resource Symposium in Vancouver, I had an opportunity to discuss with Scott Tibballs about why China will continue to lead…


No Image

Musings on Investing

China: Exponential Growth to Continue Condor Resources (CN) Many people get figuratively lost in the ghost cities of China. Others refuse to take China seriously, for they cannot stop worrying about its debts. Then there…


No Image

Musings on Investing

Newton: A Movie FPX Nickel (FPX), Novo Resources (NVO), etc. I recently watched a Hindi movie, Newton, which marvelously portrays the ground realities in the tribal parts of India. It gives a glimpse of the…