The Myth of Leverage
In this Acting-Man article, I examine why mining equities do not always offer reliable leverage to rising gold and commodity prices, and why valuation matters more than speculation.
In this Acting-Man article, I examine why mining equities do not always offer reliable leverage to rising gold and commodity prices, and why valuation matters more than speculation.
In this SNL Financial article by Angie Kean, I discuss India’s proposed GST, the roadblocks facing its implementation, and why the expected impact on mining companies is likely to be minimal.
In this Acting-Man article, I discuss gold’s rise around the Brexit debate and explain why gold should rise because of negative yields and social chaos, not because of Brexit itself.
In this Streetwise Reports article, I discuss gold, negative yields, financial repression, and the search for value in mining companies during an uncertain market.
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.
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.
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.
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.
I write for Liberty Unbound on why libertinism is not libertarianism, and why liberty depends on self-control, self-responsibility, discipline, and reason.
I write for Liberty Unbound on Europe’s migrant crisis and why liberty, institutions, and social trust cannot be separated from culture.