Profit from Arbitrage
I join Bill Powers of Mining Stock Education to discuss how arbitrage opportunities arise in junior mining stocks and how investors can evaluate the risks.
India: Cash is Back
I write for Acting Man about why cash is returning in India, how demonetization continues to damage the economy, and why forced digitalization and GST reveal deeper institutional decay.
Gold, India and the So-called Emerging Markets
I join Maurice Jackson of Proven and Probable to discuss gold, India, junior mining companies, and why many so-called emerging markets are not truly emerging.
North Koreans Worship Kim Jong Un
I speak with RiskHedge about what I witnessed in North Korea and how fear, propaganda, obedience, and ritualized devotion shape life under Kim Jong Un.
Corruption Revisited
I write for Liberty Unbound about corruption in India and why bribery, patronage, and institutional decay are symptoms of deeper cultural problems.
Arbitrage: Low-risk, High-reward
In this presentation at the International Metals Writers Conference in Vancouver, I discuss how arbitrage opportunities in the junior resource sector can offer investors lower-risk ways to profit from market inefficiencies.
Digital India: Pain for No Gain
I write for Liberty Unbound about India’s push toward a cashless economy and why forced digitalization creates more hardship than progress.
India: Why its Attempt to Go Digital Will Fail
I write for Acting Man about India’s attempt to go digital, the continuing damage from demonetization, and why forced cashless payments will impose pain for no gain.
India: Effects of Trying to Go Cashless
I join the Financial Repression Authority to discuss India’s attempt to force a cashless economy and why demonetization damages the informal economy, increases corruption, and deepens institutional problems.
Emerging Markets: Buyer Beware
I join Maurice Jackson of Proven and Probable to discuss why many so-called emerging markets are not truly emerging, and why investors should be cautious about India, precious metals, and junior mining companies.