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

Risk on.. China Approves Plan to Build New Roads to Boost Economy. Bloomberg Facebook Investors Know Exactly Whom to Blame. Bloomberg  SOTD – Smokey Robinson – Who’s Gonna Take The Blame. Youtube Don’t be rude. Tony Blair brokers Glenstrata deal. FTAlphaville Gary Shilling: 6 Asset Classes to be Bullish About. PragCap Putin looks east. Bloomberg The House That Hova Built. NYTimes

Draghi-Day: ECB agrees new bond-buying plan. Reuters Russia is stockpiling gold. Marketwatch Indian Tycoon Seeks 40-Fold Payout In African Gas Deal. Bloomberg China’s New Richest Man Revealed, Living Off Just $20 Per Day. Bloomberg Transcript: Canadian Minister of Natural Resources Joe Oliver’s Speech to Canaccord Genuity Corp., Sept 4, 2012. Republic of Mining Qatar Imperils Big Merger… Continue Reading

September 2012 Outlook. PIMCO Gross: Gold a Better Investment Than Bonds, Stocks. Bloomberg The Doer – Robert Friedland. National Post Brazil to boost import taxes again to help local industry Reuters Facebook Handled their IPO Exactly Right. Marc Cuban Why Asia’s Rich Are Wary of Private Bankers. Businessweek What’s a $4,000 Suit Worth? NYTimes

Teenage angst – The implications of China’s slowdown. Economist Chinese Outbound Foreign Direct Investment Faces Rigorous Scrutiny. China Briefing How China’s Approach Beats the West’s in Africa. HBR Institutional investors quicken shift to alternative investments. Pensions & Investments Mohamed El-Erian: Back-to-School Letter to the US Congress. Project Syndicate Cash-flush Canadian banks shop for acquisitions. Globe and Mail Multinationals Stake… Continue Reading

Quiet, Understated, Marathon-Running Retail Banker Antony Jenkins Brought In To Run Barclays. Bloomberg Scotiabank Makes $3.13B No-Frills Bet on ING. Financial Post After Bloody, Violent Strike, Lonmin Miners & Management Make Amends, Prepare To Resume Mining Operations In S.A. Bloomberg SkySurf, Founded By Ottawa Businessman Raed Almasri, Bought Canadian Air-To-Ground Internet Service Rights For $2.1… Continue Reading