top of page


Understanding Interest Rates
What is the interest rate? Is it something that the RBI sets, or is it something inherent to the economy? If the latter, how does it...
-
Feb 25, 20172 min read
Northern Dynasty Minerals – Kerrisdale Capital Is Wrong
On the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...
-
Feb 23, 201711 min read
A Gold Bull in a Trump Market
Hardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...
-
Feb 4, 20174 min read


The Case for Gold, II
Originally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...
-
Dec 20, 20163 min read


The Forgotten Currency
Way back in 1944, when the world economy was just starting to recover from the effects of World War II, 29 countries got together at the...
-
Sep 13, 20163 min read


Stock Recommendation – Osisko Gold Royalties
Osisko Gold Royalties Overview The company was created in its present form as a result of a business combination of Osisko Gold Royalties...
-
Mar 24, 20163 min read


Silver – All Set to Shine
The case for silver is similar to the case for gold – it is money, has been that way throughout history, etc. But it differs in some...
-
Mar 23, 20163 min read


Pretivm Resources – A Gold(en) Speculation
Overview In January 2010, Robert Quartermain, the President and CEO of Silver Standard Resources Inc. abruptly left the company without...
-
Mar 18, 20163 min read
Let’s Talk Bitcoin
What is Bitcoin? Bitcoin is a digital currency, represented as ‘BTC’. The currency units are called bitcoins, represented as ‘btc’. How...
-
Jan 15, 20165 min read
Be Afraid, Be Very Afraid… Don’t
Markets are crashing! TV talking heads are somber and speak as though they are covering a funeral of war victims. The newspapers report...
-
Jan 14, 20164 min read
2016 Market Outlook
Airplanes spend about 70% of their flight time deviating from their planned flight path. That does not imply having a flight path is...
-
Jan 13, 20163 min read


The Case for Owning Gold
The Wall Street Journal called gold a pet rock. John Maynard Keynes, a famous investor and economist, called it a barbarous relic....
-
Dec 22, 20156 min read
bottom of page