“Welcome the disagreement. Remember the slogan, ‘When two partners always agree, one of them is not necessary.'” Boom. Paulson Steps Up Gold Bet To 44% Of Firm’s Equity Assets. Bloomberg “It is clear that there is huge untapped potential to increase trade between China and Canada.” Obstacles hurting Canada-China energy investment: official study. Financial Post

(If you’re interested in this conspiracy theory, read this Tweet by Michael Schuss. Photo: Romary) Everything Wall St. Should Know About Ryan. Dealbook Infographic: Chinese Investments in Africa. Stratfor via TBP It’s okay, Dad. Carl Icahn Hands Son Brett $3 Billion To Prove His Mettle. Bloomberg Great read. Stimulate Your Customer’s Lizard Brain to Make a Sale. HBR… Continue Reading

Mining legend Don McKinnon dies at 83. Timmins Press Selected Achievements: -Self taught, high school drop out prospector turned multi-millionaire; -Discovered the Hemlo Gold Mine — one of the most profitable gold operations in Canadian history; -PDAC Person of the Year in 1982; -Order of Canada winner in 1995; The list goes on. RIP Mr. McKinnon. Leaderboard. PGA… Continue Reading

Tekoa interviews IAMGOLD CEO Stephen Letwin. CEO.CA Fed-speak, Ayn Rand, etc. Alan Greenspan on His Fed Legacy and the Economy. Businessweek Canaccord Financial CEO Paul Reynolds just bought roughly $56k in $CF shares following the $CF Q1 2013 conference call we discussed yesterday. Thanks INK Research for the alerts as always. ‘Why Nations Fail’: Can elites choke American prosperity?… Continue Reading

Sorry for the delay in publishing this morning, we were having some technical issues… “The long term bullish cycle in commodities will continue – we’re just seeing a pause right now.” Paul Reynolds, CEO, Canaccord Financial To start the day off we listened to the Canaccord Financial quarterly conference call hosted by CEO Paul Reynolds. In… Continue Reading

“I met Hu Jintao once, and he said five words to me, ‘We like your oil sands.” CNOOC-Nexen bid tests Harper’s China policy.  FP (Image: Reuters/John Major) Big Gold Miners Prepare for Shopping Spree. Bloomberg Strong piece. Resource nationalism retains the number one risk ranking. Report: Business risks facing mining and metals 2012 – 2013. Ernst & Young Rio… Continue Reading

Gold QE dlvr.it/1yq2YG — FT Alphaville (@FTAlphaville) August 7, 2012 Standard Chartered Falls Most In 24 Years On Iran Probe. Bloomberg “Many years are going to go by.” Rick Santelli: Markets ‘Stuck in the Sand’. CNBC Fed’s Rosengren Urges Easing Program. Bloomberg Unless you’re wealthy and on vacation… Gross to Investors: Stay Away From Europe. CNBC Barry Ritholtz is… Continue Reading

“Canadian companies are basically punching above their weight in the European market.” Canadian Companies Shop for European Assets. Businessweek Commodity Super-Cycle will last for at least a decade-Don Coxe. Mineweb Vancouver’s Chad Wasilenkoff goes international – “nobody’s paying up for growth right now.” Fortress Paper Seeks More Acquisitions, CEO Says. Bloomberg Lindz expects more talent based acquisitions… Continue Reading

Apparently a “rogue” Standard Chartered Plc banking unit violated U.S. anti-money laundering laws by scheming with Iran to hide more than $250 billion of transactions. WTF Standard Chartered Plc? Reuters  See also: Crazy details. Business Insider.  Strait Of Hormuz Attack Iran ‘Last Resort,’ Author Says. Bloomberg “Moment of truth.” Best Buy Founder Offers $8.8 Billion to Buy Out Company. Dealbook… Continue Reading

Don Coxe Basic Points August 2012.PDF BMO Berkshire Profit Falls 9 Percent On Buffett’s Derivatives Bets. Bloomberg Kinross CEO Shakeup Signals Breakup Or Sale Of Gold Miner. Bloomberg Hold the Bubbly: London Financiers Keep Low Profile at Olympics. WSJ Conrad Black: Church, state, and Barack Obama. National Post John Hempton’a latest short. Richemont: waiting for the… Continue Reading

Ten Reasons Winners Keep Winning, Aside from Skill. HBR Glenn Hubbard: The Romney Plan for Economic Recovery. WSJ Berkshire Benefits As Buffett Wagers On U.S. Housing. Bloomberg China Slowdown Forcing Discounting At Gome To McDonald’s. Bloomberg Fareed Zakaria: Capitalism, not culture, drives economies. Washington Post Bernanke Is Bluffing – go-tst.com/cGFRc by @pmorici1 — Jim Cramer (@jimcramer)… Continue Reading

This is a well argued piece of writing about why your brand is a waste of time, why social media will never sell anything, and the massive transfer of leverage from artists and writers to silicon valley conglomerates and shipping companies. The Guardian There was a while when online publishing represented a frontier. A place where… Continue Reading

Cult Figures: August 2012 Outlook. PIMCO “​The long-term history of inflation adjusted returns from stocks shows a persistent but recently fading 6.6% real return since 1912. The legitimate question that market analysts, government forecasters and pension consultants should answer is how that return can be duplicated in the future. Unfair though it may be, an… Continue Reading

Cantor Hires 17 From Canaccord To Start Corporate Advisory Unit. Bloomberg It’s a good biz, managing trillions. Pimco’s Bill Gross Paid $200 Million Last Year, N.Y. Times Says. Bloomberg Ex BP boss working away. Tony Hayward Loads Trucks With Kurdish Oil Awaiting Pipe: Energy. Bloomberg Go Howard!#45Video: Howard Lindzon, Chief Executive Officer, StockTwitsinstitutionalinvestor.com/Article/306823…$$ — Barry… Continue Reading

The Bond Market’s New Leading Man: Mohamed El Erian. NYTimes “RECESSIONS, crackups, bailouts — these are profitable times for Mohamed A. El-Erian. Mr. El-Erian is the crown prince of the multitrillion-dollar global bond market, the figurative heir of its long-reigning king, William H. Gross of the mighty Pacific Investment Management Company… Read more -> NYT Is this the new… Continue Reading