Cashing In on Asian Materialism
In this Casey Research article, I examine Asian materialism, Chinese consumer culture, and the investment implications of status-driven spending on luxury goods and high-end services.
Miningscout Interview on Gold in India and China
In this Miningscout interview, I discuss gold and silver demand in India and China, the weakness in India’s economy, Chinese demand for gold, and why I prefer selected junior mining companies over producing gold miners.
The Asian Appetite for Gold
In this Smart Metals Radio interview with Andy Duncan of the Hard Assets Alliance, I discuss the Asian appetite for gold, Indian restrictions on gold, Chinese demand, junior mining stocks, and the differences between India and China.
India Is Extraordinarily Corrupt and Chaotic
In this Cambridge House Live interview with Bridget Anderson, I discuss why India’s growth story is exaggerated, why China is a poor comparison, and how I approach gold and junior mining investments.
Hong Kong’s Stock Exchange
In this Dollar Vigilante article, I examine the Hong Kong stock exchange, China A-share and H-share discrepancies, and the opportunity in Hong Kong-listed property companies trading below net asset value.
Bhopal, 1984
In this Liberty Unbound article, I write about the Bhopal gas tragedy of 1984, my personal memories of the disaster, and what it revealed about India’s state, society, corruption, and institutional failure.
Will Indians Keep Buying Gold?
In this Mining.com article by Henry Bonner for Sprott, I comment on whether Indians will keep buying gold despite import restrictions, smuggling, inflation, corruption, a weak rupee, and India’s stagnating economy.
Gandhi: A Libertarian Saint?
In this Mises Canada article, I question whether Gandhi should be regarded as a libertarian saint, examining his politics, nationalism, moral authority, anti-modern instincts, and role in India’s independence movement.
Hong Kong Dollars Over US Dollars
In this Casey Research article, I discuss the Bulgarian lev, the Hong Kong dollar, purchasing-power parity, currency pegs, fiat-currency risk, and why HKD looked more attractive than USD cash.
Critical Thinking
In this Liberty Unbound article, I discuss critical thinking, culture, India, superstition, collectivism, political correctness, and why political decay begins in the mind before it appears in government.