Publications

Companies for an Uncertain Market

In this Streetwise Reports article, I discuss gold, negative yields, financial repression, and the search for value in mining companies during an uncertain market.


Western Institutions, Alien Societies

In this Liberty Unbound article, I examine why Western institutions cannot simply be transplanted into societies that lack the habits of reason, trust, restraint, and moral judgment that gave rise to them.


Negative Yields and the Future of Growth

In this Acting-Man article, I examine negative yields, money printing, financial repression, and why the future of economic growth depends on reason, morality, and institutional strength.


Report From Iquitos

In this Liberty Unbound article, I write from Iquitos, Peru, and examine what life in the Amazon reveals about poverty, development, culture, reason, and the limits of material prosperity.


Finding Value in Mining Stocks

I speak with Brian Sylvester of The Gold Report about gold, junior mining equities, arbitrage opportunities, China, India, and how I seek to maximize returns while minimizing risk.




India: Great Expectations

I write for Liberty Unbound on why optimism about India’s economic future ignores the deeper cultural, institutional, and moral problems that keep the country stagnant.


Arbitrage Opportunities

I speak with Brian Sylvester of The Gold Report about arbitrage opportunities, junior mining valuations, gold, management quality, and disciplined investing.