Tanzania Shoots itself in the Foot Renaissance Gold (REN.V), and Tower Resources (TWR.V) Tanzanian government has passed a legislation that gives them a 16% free-carried interest in mining projects in Tanzania. Royalty rate has been…
India’s New Tax System, and Gold On 1st July, India changed the way it imposes indirect taxes. As a result, there has been massive chaos around the country. Many businesses are simply closed for they…
Arbitrage in Junior Mining Industry Helio Resource (HRC.V), and Many Others At the recently held International Metal Writers Conference in Vancouver, I presented why as a value investor I am a big fan of arbitrage…
Over-automation Increases Inefficiencies Orla Mining (OLA.V) Every person and society has an optimal level at which they benefit the most from technology. If they automate more, the cost of living and doing business goes up….
More on Emerging Markets Anfield Gold (ANF.V) In the recent past, I have written quite a bit about my rather negative views on the so-called emerging markets. “Nationalism” and religious fanaticism are getting out of…
Why I Prefer Investing in the Developed World Japan: Irving Resources (IRV.CSE) Recently, I talked with Cory Fleck about why I consider the so-called emerging markets to be very risky. The only exception I make…
Indian Gold Imports and its Dirty Secrets My Three Favorite Zinc Companies There is a lot of confusion in the market regarding how much gold India is importing. I explain the situation in a speech…
Emerging Markets: Ready to Implode? MakeMyTrip, Anfield Gold, Amarillo Gold Africa, the Middle East, South Asia, Central Asia, and most of South America have economically grown nicely over the last 26 years. In my view…
Multiculturalism and Immigration Central Fund of Canada, Nevsun Resources, and Mariana Resources At the last Capitalism & Morality seminar my colleague, Rajni Bala, gave a speech on what life is like for a girl growing…
India Getting Worse, Faster by the Day Tenbaggers in Junior Mining A few days back I wrote an article “India: The Next Pakistan?”. World Happiness Report places India at 122nd position. Pakistan gets a much…