September 19, 2012

$40 Billion A Month Won’t Fix The Economy….


$40 billion a month? That’s their big plan? I came in from my canoe trip to watch this? Anyone with a rudimentary understanding of how an economy actually works will realize that our economy does not suffer from a lack of liquidity. In fact, there is too much of it. The banks have so much excess cash, they don’t know what to do with Read More
Categories: Comments On Events
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September 17, 2012

Back On The Farm…


There are many people who go on about farm prices rising to some sort of crazy price due to some combination of the growing world’s population, declining returns on new farming techniques, changing weather patterns and overuse of resources like underground aquifers. While I am not in the Malthusian camp—I believe that human ingenuity will usually triumph over human stupidity—I certainly think that the Read More
Categories: Investments
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September 10, 2012

Castles In The Sky


Having spent much of the last two years living in a frontier economy, I’ve learned a thing or two about how to succeed in business in a less developed market. In particular, two traits of successful businessmen stand out. To start with, a healthy dose of common sense is needed. I’m not talking about the book learning that you get at a fancy business Read More
Categories: Investments
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September 5, 2012

The Drillers Aren’t Going Bust…


We all know that the stock market swings wildly between manic periods of fear and greed. Nowhere are these swings more severe than in economically sensitive companies. Normally, these swings make sense. Every once in a while, I just shake my head and say “wow, fear sure is one strange emotion.” Anyone following the junior mining space has known that juniors cannot raise capital Read More
Categories: Investments
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August 29, 2012

Mongolia Road Trip Part II


Please see Part I for the first 2 days of our trip. As we travelled around, we got to visit dozens of small cities that I would never have had a chance to ever visit. When you pass by rapidly, they really don’t look like much… …but once you stop and look around, you find all sorts of interesting sites to check out and people Read More
Categories: Travels
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