Latest Musings

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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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…


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Musings on Investing

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…