Given your enthusiasm for Mongolia, what are your thoughts on investing in Ivanhoe Mines? Presumably, since it hasn’t been mentioned, you have reservations, so have you considered using options to express your opinions? I have no reservations. It seems very well run. I just want to focus on the Mongolian consumer and Mongolian GDP and ignore the mining sector that is responsible for the Read More

I hope no one lost any fingers in the festivities yesterday… Foraco Intl., Kuppy, presumably you spent time on it in order to understand EGD better, if so, how does it score on your key tenets? Foraco seems well run, but there is too much exposure to water drilling and I prefer a more pure play on hard rock drilling. I certainly cannot fault Read More

Kuppy, what do think of Trafigura dumping their position in AAG? certainly does not seem positive to me, though the stock has been oddly up the last week. If I didn’t know better (and I don’t), I’d think the stock were in play….. It’s rare for someone to dump a position like that in a single block, unless the other side really wants to Read More

Thanks for the site. It’s a great resource and I look forward to your posts. In the past you said that you get a lot of ideas from your intelligent friends. For those of us who don’t have intelligent friends, could you share some of the publications that you frequently read or subscribe to? A few of them are in friends of kuppy on Read More

I’m in Osaka, Japan. Trying to figure out how much higher JPY is going to go…. kuppy, as things are deteriorating in the economy and the risk of a reset becomes greater, what kind of companies would you look for to maximize gains, assuming you’ve got alot of cash on the sidelines when/if shit hits the fan. commodities obviously did great after 2008 but Read More

“But the bond market is the world’s most important market as it sets the price of money.” Could you please explain this? And, why this time there are views that the fall is mainly due to several big funds and not due to general market pessimism? Most interest rates are priced off the bond market and the yield on bonds or LIBOR or some Read More

hello Kuppy, 1) there are more n more talks about insufficient physical gold bullion backing up gold futures, paper gold n growing ETFs. (http://www.zerohedge.com/contributed/hoarding-physical-gold-voracious-global-demand-produce-undeliverable-gold-futures-parabo). do u foresee this happening in the future? if so, will this cause a huge sentiment destruction to financial instruments (eg gold etfs will trade at massive discounts)? do u own any physical gold bullion? 2) u mentioned before u Read More

It seems that the AAG stock received a blow after the debt settlement agreement with Sinchao was announced. Do you feel that this is a big issue? AAG was just recovering from its year lows and touched 0.64 quite a few times. I am curious how you analyze situations like this and what it means for your valuation. Any thoughts on the correction today Read More

hi kuppy, thanks for the great site & info–hope all is going well in mongolia– question–any thoughts on Energold–they posted another record quarter and stock seems to be stuck? Stocks can get ‘stuck’ at times. EGD really reminds me of GROW a few years back. It just seemed so obvious and every quarter the story got better and better. I just felt like it Read More