Romney Lost Race in Summer After Obama Redefined Resume. Bloomberg Gold, Copper Lead Gains in Commodities as Obama Wins Second Term. Bloomberg Francois Hollande lurches Right in historic U-Turn to save French economy. Telegraph Putin Fires Defense Chief in Rare Move. WSJ Barrick now eclipsed by Goldcorp for title of largest market cap. Financial Post

Billions in Hidden Riches for Family of Chinese Leader ExxonMobil oil chief ‘assassinated’ in Brussels street. Telegraph Now is the time to reduce equity exposure. Ritholtz South Africa has made progress since becoming a full democracy in 1994. But a failure of leadership means that in many ways, South Africa is now going backwards. Over the Rainbow. The Economist Blackstone… Continue Reading

Petroamerica Oil Corp., a company we own and have covered recently, has published an updated corporate presentation. With production growing and drill results pending, this is an exciting time for the company. Do your own due diligence and please see our disclaimer.

Petromanas Energy Inc. ($PMI), an Albanian-focused oil and gas explorer backed by Royal Dutch Shell, was discussed in the Energy Report recently by National Bank analyst Darrel Bishop. Highlights below. Shpirag-2 well site in Albania – Photo: Petromanas TER: One of the jurisdictions you follow is unusual —Albania. Can you explain the investment thesis and the current opportunities? DB:… Continue Reading

by James Kwantes That thud you heard yesterday was Lumina Copper stock dropping a further 8.5% onnews that its strategic review process has yet to land a buyer for the company’s Taca Taca copper-gold-molybdenum deposit in Argentina – not the easiest place to do business. It wasn’t the NR expected by takeover-hungry investors, who took the stock down hard.… Continue Reading

Since we first wrote about Petroamerica Oil Corp. ($PTA.v) on August 16, shares of the Calgary/Bogata-based oil and gas junior have risen over 50% to 52-week highs (chart). Obviously something is up so we decided to take a closer look to see why shares in PTA have more buyers than sellers. What first attracted us… Continue Reading

The rial-ity of Persia-stroika. FT Alphaville A war for oil and competing pipe dreams. Ritholtz Chinese copper consumption falls. Bloomberg French rich up in arms about higher taxes. Dealbook Listen: One Direction. PianoGuys

Torex Gold (TXG) put the Guerrero gold belt back on the map earlier this week with a monster $350-million bought deal financing underwritten by BMO Capital Markets and others. In a junior mining sector that has been on the ropes for much of the year, it’s an impressive cash pile. Torex’s Morelos deposit has 5.4 million ounces of… Continue Reading

We had the opportunity to sit down with one of the youngest and most successful CEO’s in the mining business today, Nolan Watson, of the Sandstorm companies. Chosen as a Canadian “Top 40 Under 40”, Nolan has created billions in shareholder wealth beginning as a 26 year old CFO at Silver Wheaton. He currently appears… Continue Reading

Robert Friedland returned to the mining spotlight with a vengeance this week on news of IPO plans for Ivanplats, his private company with copper and zinc projects in the Congo and platinum and nickel projects in South Africa. Friedland showed his Midas touch with the discoveries of Voisey’s Bay nickel deposit in Canada, purchased by… Continue Reading

Amir Adnani’s “Uranium and nuclear energy state of the union.” Business Insider Equity Firms Like Bain Are Depicted as Colluding. NYTimes The Tragedy of the European Union and How to Resolve It. George Soros Peter Koven: Robert Friedland is back. Financial Post AngloGold’s Cutifani Sees South Africa Solution in Months. Bloomberg Could Private Equity Solve Pro… 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

The Parti Quebecois’ narrow election victory yesterday gave the province’s long-suffering separatists something to cheer about – at least until deadly gunfire from a lunatic introduced tragedy as Pauline Marois celebrated her political party’s win. The election outcome, not to mention the gunfire, likely put a bit of a scare into people – especially outside… Continue Reading