Latest Musings

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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,…


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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…


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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…


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Musings on Investing

International Women’s Day Globex Mining (GMX) & Chibougamau Independent (CBG) My grand-mom, who died in the 80s, was fiercely independent. She always told me never to expect anything for free. In many ways, my mom…


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Musings on Investing

Zimbabwe: Is it changing? Salazar Resources (SRL) Most people focus on getting rid of the bad guys, say, Saddam Hussein or Muammar Gaddafi. They forget to imagine what the situation would be like once the…


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Musings on Investing

Do’s and Don’ts of Investing in Mining Fireweed Zinc (FWZ) In the last ten years, gold has gone up 41%. In the same time, GDX (ETF of gold mining companies) has fallen 55%, and GDXJ…


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Musings on Investing

Capitalism & Morality Primero Mining (P), etc. Capitalism & Morality is a yearly seminar that I have run for the last eight years and is held in Vancouver (Canada). It brings in among the best…


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Musings on Investing

Japan: the Future of Humanity Irving Resources (IRV) Major media publish regular reports about the Japanese refusing to have sex, and the large number of people in their forties who are still virgins. The “vagaries”…


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Musings on Investing

Spread of Fanaticism Rapier Gold (RPR) and Alabama Graphite (CSPG) Recently, I had a conversation with Maurice Jackson about how fanaticism is spreading rapidly in South Asia. Iran and India have been hugely misunderstood by…


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Musings on Investing

The Grim Realities of India Tax-loss Selling Morgan Stanley recently came out with a report claiming that India would grow at the rate of 10% for the next 10 years. How did they reach this…