Latest Musings

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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…


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Musings on Investing

The Decline of the Third World Exore Resources, etc. The terms “emerging markets” and BRICS have so much taken over the imagination of investors that they have come to expect most of the future economic…


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Musings on Investing

Why You Should Look at East Asia Irving Resources, etc. Talking with Claudio Grass last week, I gave my views on Keynesianism, India’s covid19 lockdown, and China’s future. In part-II of the discussion, we talk about…


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Musings on Investing

Illusions of Keynesianism Guyana Goldfields, etc. Keynesian economics aspires to create something out of nothing. Underpinning it is the magical thinking of those who have physically grown to adulthood but who have failed to give…


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Musings on Investing

Rights Offerings Eros Resources, etc. What will the post-covid19 world look like? Would China be able to emerge out of the crisis? What will happen to the West? Maurice Jackson and I also discuss the…