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,…
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,…
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…
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…
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…
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…
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…
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…
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”…
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…
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…