Publications

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.



High Risk, High Reward Investing

In this Liberty.me guide, I explain how I approach disciplined junior mining investing, including value analysis, illiquidity, political risk, and margin of safety.


The Ron Paul Un-Revolution

I write for Liberty Unbound on Ron Paul, libertarianism, and why the political process corrupts liberty by replacing principle with activism and compromise.


Modi Demystified

I write for Liberty Unbound on Narendra Modi, India’s middle class, Hindu fanaticism, irrationality, and why India is not the next China.