Public Sector Pensions: ‘Their Accounting Makes Enron Look Good’. Wharton The political power of the boomers is formidable. But sooner or later, it cannot escape the maths. Sponging Boomers. Economist “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Warren Buffet’s ‘Secret’: Low Beta Stocks… Continue Reading

Russia’s Norilsk Nickel sees African opportunity. Reuters China steelmaker, miners cut output as slowdown bites. Reuters Short-term dip in uranium prices now a long-term slump. Financial Post A closer look at O’Leary Funds. Globe and Mail Open Season on Salt: What the Science on Hypertension Really Shows. Scientific American The Lie Factory: How politics became… Continue Reading

Justin Trudeau to seek Liberal leadership: reports. Globe and Mail Most of AngloGold Ashanti’s 35,000 South African Workers Now On Strike. BBC Qatar Holding says NOT in talks to buy Batista’s AUX stake. Reuters China’s Rich Are Getting Poorer. Hurun  Also: China to maintain prudent monetary policy. China Daily Rick Rule: Speculators take your tax losses now, and recover the positions,… Continue Reading

China to Have More than 1,300 Skyscrapers by 2022. EChinaCities Frank Holmes expects 2013 to be a huge year for gold stocks. Globe and Mail Foreign National Energy Giants Dig Deeper Into Canada’s Oilpatch. Financial Post Iowa broker built empire on a lie concealed in a postal box. Reuters ‘Buy Canada’ Plan is Economic Nationalism Run Amok.… Continue Reading

Goldman Sachs Forecasts 18.2% Return on Commodities in Year. Bloomberg HSBC Managing Director: Why Asia Should Start Worrying About Inflation. CNBC Ahmadinejad Under Attack at Home and Away as Bow Out Nears. Bloomberg Qatar in talks to buy Batista’s $2 billion AUX stake: sources. Reuters  Blackstone to acquire Tampa Bay rental homes valued at $1B. TBBJ… Continue Reading

China Calls For Free-Trade Deal With Canada Within A Decade. “We’re Not Coming To Control Your Resources” Chinese Ambassador says. Globe and Mail Canada Gears Up for China Uranium Exports. Globe and Mail Brazil Stands Ready To Devalue Currency Following QE3 Inflows. Bloomberg Conrad Black: Canada’s front-row seat for the American disaster. National Post Inside… Continue Reading

Fed Wants Inflation Now, Will Clean Up ‘Mess’ Later: El-Erian. CNBC Gross Sees No End to QE3 Until U.S. Unemployment Drops to 6%–From The BLS Stated Rate of 8.3%. Financial Post Brazil’s Mantega Warns of Currency War, Calls QE3 ‘Protectionist’. CNBC Bananas, World’s Most Traded Fruit, Headed Higher In Price. Bloomberg ‘Smart’ Money Targeting Low-Priced Coal Assets. Globe and Mail Gold… Continue Reading

Pension plans see investing opportunities in alternative assets. Globe and Mail  Heavy Call-Option Buyer Steps Into Ross Beaty’s Pan American Silver. Barrons Real Estate Investors Seek Opportunities in European Debt Crisis. NYTimes CEOCouncil… Executives and entrepreneurs need to go global in person. Globe and Mail B2Gold to Buy CGA to Take Over Philippine Gold Mine. Bloomberg Contrarian headlines… Uranium Recovery… Continue Reading

“Plans are for architects!” Japan follows the Fed, eases policy as recovery prospects fade. Globe and Mail Rehypothecated “Ghost” Steel Pledged as Assets in China, Nowhere to be Found; Did it Ever Exist? Mish’s Virtual Friendship and the New Narcissism. New Atlantis Tech Startup Compensation Tool. WealthFront

Harvard Losing Out to South Dakota in Graduate Pay: Commodities. Bloomberg Fracking Fluid Fit for Human Consumption in Five Years. Mining.com Call Option Activity on IAMGOLD Moves Up 12x Average. CNBC See Our Recent Interview With IAMGOLD CEO Stephen Letwin. The global wealth-management industry is now paying $8 to generate every $10 of income. CNBC… Continue Reading

Don’t Show Me The Money. NYTimes Institutional investors turn to hedge fund managers for strategy, macro advice. Pensions & Investments Sandy Lewis: The Lonely Redemption Of A Wall Street Provocateur. NYTimes Inside the Startup-Generating Secrets of Y Combinator. Vanity Fair Generation jobless: ‘Millennials’ struggle with unemployment. PBS Winklevoss Twins Back Finance Startup. WSJ David Foster Wallace on Life. Brain… Continue Reading

“At one stage there was a growing list of investment bankers who left the world of capital markets for the world of mining. Now there is a growing list of those investment bankers who have now left mining.” The investment banker/mining nexus. Financial Post QE3 Arrives – Bernanke’s Battle for Jobs Eclipses Inflation Concerns. Bloomberg Glencore… Continue Reading

U.S. stock futures pull back ahead of Fed decision. Marketwatch Fink Belies Being Boring Telling Customers to Buy Stocks. Bloomberg Friedland Seeks Congo Funding After Gobi Exit: Corporate Canada. Bloomberg “Is copper too high or is iron ore too low? In all probability the answer is yes and yes.” Reuters via IKN Tertzakian: Pipelines are by far the… Continue Reading

“It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight! It is no trick at all to be right on the market. You always find lots of early bulls in bull markets and early bears in bear markets. I’ve known many men who… Continue Reading

The Terrible Impotence of Monetary Policy. Forbes Fed Stuck at Zero Into 2015 Seen in Swaps, QE Odds Reach 99%. Bloomberg Ship Magnate Uses Gut in $11 Billion Bet Worst Since ’70s Ending. Bloomberg Shahid Khan: The New Face Of The NFL And The American Dream. Forbes Lumina Copper Update. World of Mining Jim Dines Audio. King… Continue Reading