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December 3, 2017

08/12/2010


Robert Prechter had a Barrons article calling for deflation…did you read it and if so was did you agree with it ? There will only be 2 Ask Kuppy questions today as they both require long answers I read bits and pieces of the article until i realized it was complete rubbish. My good friend Bill Fleckenstein’s tag line is, “In a social democracy Read More
Categories: Ask Kuppy
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December 3, 2017

08/16/2010


I’m currently in Beijing Fascinating about the trend in government debt. Does the US debt include state and municipal debt as well? and the bigger problem is social security entitlements. However, my real question is what are the figures for Canada? and where does it fit in your analysis. I do not believe that the US debt metric in my last post includes state Read More
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December 3, 2017

08/26/2010


I’m currently somewhere in Mongolia. You mentioned in your Invicta piece that you were meeting the new hires in two weeks and would report back. Can you give us your impressions and any details if you did meet with them? Have fun in Asia! Sorry for not reporting back sooner. I’ve just been inundated lately planning for this trip to Asia. I met the Read More
Categories: Ask Kuppy
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December 3, 2017

08/30/2010


I am still in UB, Mongolia. Kuppy, Your thoughts about Energold’s 2nd Quarter earnings and outlook would be greatly appreciated. The news release looked very positive to me. Thank you very much. Have a nice day. Please ask specific questions. ‘My Thoughts’ is a bit vague. I haven’t had a chance to really dive into the numbers, and won’t for at least another week Read More
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December 3, 2017

09/03/2010


I am now in Hong Kong. I somehow chose to come during a tropical cyclone (typhoon). At least I can catch up on email…. Kuppy hope your travels are going well. Have you done any work on Sprott Resources, these guys seem very smart and strategic and it seems to be the easiest way to invest alongside their smarts. Not sure about all the Read More
Categories: Ask Kuppy
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December 3, 2017

09/09/2010


Back home at last… Kuppy, Do the Mongolians need anything from outside the country to keep it humming along? Your site has my vote for the best investment site on the web. Glad you enjoy the site. They need lots of things from outside Mongolia to keep humming along. In particular, they need a whole lot of Caterpillar mining trucks because the country is Read More
Categories: Ask Kuppy
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December 3, 2017

09/15/2010


Enjoyed your Mongolian articles-interesting how really emerging (frontier) markets come down to assets rather than income. You were asking how to play Mongolia. Two indirect plays would be Ivanhoe Mines (IVN-T, IVN-N) with its 66% stake in the Oyu Tolgoi gold/copper mine and RTZ now owning 34.5% after the recent conversion of $400m of convertible debt. Mr Friedland also owns 57% of SouthGobi Resources Read More
Categories: Ask Kuppy
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December 3, 2017

09/24/2010


I just saw the 12:01am premier showing of Wall Street–Money Never Sleeps. I waited about a decade for it. Put it this way, I will eventually make back the $14 dollars I wasted on this awful movie. Unfortunately, I can never get back the three hours of my life…. Enjoy your weekend–don’t even think about seeing this movie. Kuppy, nice intro on the cns Read More
Categories: Ask Kuppy
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December 3, 2017

09/26/2010


CGA Mining would u touch this kuppy? by the way have u heard of RED:AX? Red 5 Never Heard of Red 5. Sorry At one point, my fund owned a pile of CGA. I bought a lot more of it when it dropped under a dollar in late 2008. Masbate seems like a good asset. That said, the company repeatedly bragged that they were Read More
Categories: Ask Kuppy
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