The Futility of Indian Elections

A discussion on the futility of Indian elections, Modi, Rahul Gandhi, caste, religion, freebies, East Asian values, Singapore, and whether India can survive in its current form.


Value Creation

A discussion on gold and silver stocks, merger arbitrage, junior mining M&A, jurisdiction risk, and value creation opportunities in the resource sector.


What is Capitalism?

A conversation on capitalism, morality, free society, voluntary exchange, property rights, and why markets cannot survive without deeper ethical foundations.





Modi’s Era Coming to an End?

A discussion on Modi’s political future, India’s economic reality, unemployment, poverty, weak institutions, and the gap between official narratives and ground reality.


The Discovery of Civilization

A personal essay on discovering civilization in Britain after growing up in India’s world of distrust, bribery, arbitrary authority, and moral disorder.



Chaos Investing

A discussion on chaos investing, uncertain markets, political disorder, mispriced opportunities, risk, and the need for independent judgment.