Interest Rates and the War on Cash

In this Roundtable Insight discussion with Barry Habib, I discuss rising interest rates, India’s demonetization, the war on cash, and the growing financial repression facing savers.



India, Currency, Catastrophe

In this discussion with Maurice Jackson of Proven & Probable, I discuss India’s demonetization, the currency catastrophe now unfolding, and why gold and silver remain essential protections.



Indians Turn to Gold as Cash Runs Short

In this SNL Financial article by Angie Kean, I discuss India’s demonetization, the nationwide cash shortage, and why Indians are turning to gold, silver, and foreign currency as confidence collapses.


Currency Controls in India

In this discussion with Cory Fleck of Korelin Economics Report, I give a firsthand account of India’s currency controls and the chaos caused by the sudden ban on 500- and 1,000-rupee notes.




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.


India Tax Reform Faces Roadblocks

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.