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…
Latest Musings
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…
Musings on Investing
Demonetization of the Indian Currency Treasury Metals (TML) On 8th November 2016, India suddenly removed 86% of its currency from circulation. The decision had been made by the Prime Minister without taking into confidence his…
Musings on Investing
Commodities, Gold, India and China Amarillo Gold (AGC) Recently, I attended Mines & Money in Hong Kong, and a separate day that they put on to discuss One Belt One Road project. Before this event,…
Musings on Investing
The Realities of the Emerging Markets Novo Resources (NVO) and Artemis Resources (ARV) Not many remember that after Europeans left their colonies after the end of World War II, most of the newly “independent” countries…
Musings on Investing
China’s One Belt One Road Project US Cobalt Inc. President Xi Jinping of China is increasingly centralizing power in his hands. For a long time, I have been a bull on China, which I consider…