Musings on Investing
Don’t be Fooled Gold Mountain When a company in its presentation devotes too many slides on the commodity market, I start to go skeptical. Such companies have no idea why commodities are called “commodities.” When…
Don’t be Fooled Gold Mountain When a company in its presentation devotes too many slides on the commodity market, I start to go skeptical. Such companies have no idea why commodities are called “commodities.” When…
East Asia Revisited Premier Gold Last year, at the PDAC conference in Toronto, I spoke about whether I continue to stay optimistic about China. A few months before that, I was in Changsha, a city…
China: Why is it so Successful? Plateau Energy Recently, I had a discussion with two Marxists about the reasons underpinning the successes of China. Their opinion is that China is prosperous because of its socialist…
Silver Squeeze? Eclipse Gold Mining A Reddit group has recently become very popular. For many people, the group has emerged as the savior of humanity. With their collective might, this group has brought a few…
The Rising Radical Left Gold X The radical left is the most repulsive segment of society and increasingly dominant in the West. You can blame socialists for not understanding economics, but the radical left hasn’t…
The US after Trump O3 Mining Many people think that—as with the pendulum—societies bounce back after a bit of degradation, staying within a range. Alas, they cannot quote any example in which a society managed…
Merry Christmas Novo Resources I want to thank all those who came to side with me at the AGM and the earlier adjournment meeting of Jubilee Gold (JUB). I did win the vote, which means…
Jubilee Gold: How not to run a Company Over the last fifteen years of my involvement in the mining industry, I have seen many bad companies, but none worse than Jubilee Gold (JUB; C$0.90). I…
What would Biden Win Mean? TMAC Resources, etc. Should you be excited about the metals that go into the so-called green technology if Biden-Harris come to power? Should you worry about your investments in Australian…
The US after 20th January 2021 O3 Mining, etc. Mining Journal has created an innovative model to run an online conference. In it, Tom Hoskyns and I discussed the US elections and what is happening…