Canada’s Increasing Political Risks FPX Nickel (FPX.V) Parliamentary democracy offers an extremely dangerous possibility that someone without much support can rise to the very top layer of the government. Mostly what one has to do…
The Third World will stay the Third World Novo Resources (NVO.V), FPX Nickel (FPX.V), and Thunderstruck Resources (AWE.V) Since the end of the USSR, there has been a huge amount of euphoria about the Third…
India-China Moving Towards a War Novo Resources (NVO.V), Amarillo Gold (AGC.V), and Anfield Gold (ANF.V) The situation in India continues to worsen. India and China are rapidly moving towards a war. In the following article,…
Making Money from Rights Offerings Peregrine Diamonds “Rights” (PGD.RT) Canada has recently made it much easier for junior mining companies to do rights offerings. There is a way you can position yourself for a very…
Tanzania Shoots itself in the Foot Renaissance Gold (REN.V), and Tower Resources (TWR.V) Tanzanian government has passed a legislation that gives them a 16% free-carried interest in mining projects in Tanzania. Royalty rate has been…
India’s New Tax System, and Gold On 1st July, India changed the way it imposes indirect taxes. As a result, there has been massive chaos around the country. Many businesses are simply closed for they…
Arbitrage in Junior Mining Industry Helio Resource (HRC.V), and Many Others At the recently held International Metal Writers Conference in Vancouver, I presented why as a value investor I am a big fan of arbitrage…
Over-automation Increases Inefficiencies Orla Mining (OLA.V) Every person and society has an optimal level at which they benefit the most from technology. If they automate more, the cost of living and doing business goes up….
More on Emerging Markets Anfield Gold (ANF.V) In the recent past, I have written quite a bit about my rather negative views on the so-called emerging markets. “Nationalism” and religious fanaticism are getting out of…
Why I Prefer Investing in the Developed World Japan: Irving Resources (IRV.CSE) Recently, I talked with Cory Fleck about why I consider the so-called emerging markets to be very risky. The only exception I make…