This is a guest post from the Occam Papers, a new blog by three Canadian mining engineers we know and trust. I recently had a discussion with a friend of mine who is just getting into resource investing. She was rather confused about how companies report the size of their mineral deposits (i.e. the resource… Continue Reading

“The lies are screaming to the heavens.” Dan Gertler Earns Billions as Mine Deals Leave Congo Poorest Nation. Bloomberg “With commodity-supply constraints easing, Chinese growth slowing and producer-company returns normalizing,” it is tempting to say the super-cycle is over, Currie wrote. “Current developments are simply the next phase of a commodity-investment cycle that began in… Continue Reading

American financiers on the offer. Private-Equity Managers Make Moves as Tax Increases Near. Bloomberg Somali pirates buying condos? “When tremendous global wealth and economic uncertainty exist side by side, the remote nature of these markets is attractive to both illicit wealth and to rich buyers, many of whom favour authenticity and exclusivity over luxury and grandiosity.” The World’s Most… Continue Reading

Three Mining Pros Take The Reins At Prophecy Platinum Prophecy Platinum Corp. (NKL), has scored a major talent coup by attracting a trio of credible and experienced mining executives to advance its flagship Wellgreen platinum, nickel and copper project in the Yukon Territory. We had the opportunity to sit down with new CEO Greg Johnson… Continue Reading

Election day in the United States… “Politicians promise the earth to win over the electorate and then deliver much less.” How Will the Election Affect Investment Strategies. Institutional Investor Whoever wins the election will get to preside over a growing economy and look like a genius. The Next President Is Lucky. Slate “The principal fact for consideration in the… Continue Reading

Simplifying can show us what’s important and lead us to what matters. Learning from the legacy of Donald Judd and path of Leo Babuata as artists and executives alike. Photo: Untitled by Donald Judd Doing less is a popular thought process in business at the moment. The idea of trying to reduce distraction and get… Continue Reading

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

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

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

QOTD: “Under promise and over deliver is smart. Over promise and over deliver is talent.” D’Arcy Stuart, Odgers Berndtson Kansas Farmers Prepare to Plant Winter Wheat in Driest Soil Since 1991. Bloomberg Carlyle Group to Buy DuPont Unit for $4.9 Billion. CNBC RBC, CIBC and TD hike dividends as profits surge. Financial Post.  18 brilliant… Continue Reading

Meet the Israeli middleman said to have ‘stripped and flipped’ First Quantum’s DRC mine. Mining Good news. Some fees for the street. Sandstorm Gold increases bought deal to $130 million. Yahoo Gold Fields CEO: Reduction in Guidance, Two Operations Are Struggling(video). Bloomberg A Grandmother “Whose Birth Date Could Not Be Confirmed”, Discovered As Brazil’s Wealthiest Woman, Controlling a… Continue Reading

Could a mine opening ceremony be a catalyst to LUC’s share price? Lucara Diamond Corp ($LUC on the TSX big board) is a Lundin Group diamond mining and development company that I owned and wrote about last year. I entered at an average cost of $.87 cents and sold at $1.11 (Sources: 1, 2). For those new… Continue Reading

Two policemen hacked to death, 34 platinum miners killed in violent South African mine strike. Bloomberg Is There a Limit to How Tall Buildings Can Get? The Atlantic Cities  see also: Interactive overview of global house prices and rents. The Economist “Anyone with the focus and inclination and access to a pc on the net has a chance to… Continue Reading

Romney Should be Proud of Private Equity: Kravis. CNBC Ray Dalio’s Q2 Bridgewater Letter Is Out: Here Are The Highlights. Business Insider Blackrock issues downbeat outlook. Financial Times Blackstone Names Baratta as Global Private Equity Head. Dealbook Continuing commodities super cycle not all about China any more. Mineweb The 10 Tallest Skyscrapers That Are Being Built Right… Continue Reading