Latest Musings

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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…


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Musings on Investing

Democracy: The God that Failed Irving Resources, etc. Across the spectrum of political beliefs, people think that democracy leads to liberty. Quite in contrast, it is the worst system imaginable. It is anti-meritocratic. It hollows…


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Musings on Investing

The USA: Go and Vote Revelo Resources, etc. Many people have shown how voting does not matter. I mostly agree. There is usually hardly any difference between the candidates. Moreover, so many people vote that…


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Musings on Investing

Lockdown in the Third World Revelo Resources, etc. Some people believe that lockdowns around the world are a grand conspiracy. In my view, the reality is simpler: our governments and experts are utterly incompetent. They…


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Musings on Investing

Racism in the USA Coral Gold, etc. No place in the world is perfect, but America continues to be a land of opportunity, where all kinds of people arrive to encounter an incredibly generous, open-minded…


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Musings on Investing

The Indian Caste System Atico Mining, etc. India’s caste system often gets blamed for India’s backwardness. The caste system exists, but it is a part of a much bigger problem. Indians are tribal and are…


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Musings on Investing

The India-China Border Issue TMAC Resources, etc. A few weeks back, China intruded into the Indian territory and killed twenty Indian soldiers. While it seems that China has been the culprit, the situation is far…