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…
Musings on Investing
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…
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…
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…
Musings on Investing
The Bear Market is the Best Place to be in Amarillo Gold (AGC), Altus Strategies (ALTS), etc. The growth of China is the key to the future of resources. Linked is my discussion with Cory Fleck…
Musings on Investing
Popular Delusions Altus Strategies (ALTS) Telling those in a drunken orgy about STDs and hangover is a thankless job. If they listen to you, they will only remember the fun they will have missed out…
Musings on Investing
Uranium Mining: Should You be Investing? Renaissance Gold (REN) Investing in mining shouldn’t be about speculating in commodities. Moreover, speculating in commodities is a dangerous job, from which only a rare person comes out unscathed,…
Musings on Investing
Leverage is Mining Investors’ Mirage Atacama Pacific Gold (ATM) and ValGold Resources (VAL) The gold price has gone up by more than 100% in the last ten years. It has gone up by 280% in…
Musings on Investing
The State of Mining in India FPX Nickel (FPX), US Cobalt (USCO), etc. I recently watched a movie Newton, a heart-wrenching story of exploitation and abuses of tribal people by the Indian government and its…
Musings on Investing
“Emerging Markets” Really Growing Faster? Nevsun Resources (NSU) According to the Economist, Ethiopia is among the fastest growing economies in the world, with a growth rate of 7.2%. The USA is “struggling” with a growth…