Well-known Toronto-based mining and energy promoter Stan Bharti of Forbes and Manhattan has opened up to Mineweb’s Kip Keen. Here’s a link to the article. Excerpts include: “At Forbes & Manhattan we always tell people, find good assets in emerging markets so you don’t overpay for them. I mean any fool can go and pay… Continue Reading

2013 has been a challenging year for gold investors and the current macroeconomic environment appears to be highly unfavorable for the yellow metal – gold currently faces its most challenging fundamental backdrop in at least two decades: US 10-year real rates have risen 77 basis points in the last two months US 10-year real rates… Continue Reading

In short we’ll be buying gold, mining shares, and US Treasuries on dips all summer long. If we are to presume that the Wall Street Journal’s Jon Hilsenrath is not completely off the reservation, and was in fact prompted by the Fed itself to float a ‘tapering trial balloon’, then we must believe that we… Continue Reading

[His] offices carry a distinct museum quality. Three decades of scalps, resulting from some of the most famous hostile takeovers, proxy fights and board assaults in American financial history, cover every cranny of his wood-lined corridors… Article: Steven Bertoni, Nathan Vardi | Forbes India

Now if Encanto can complete the Indian off-take deal, they’ll really be in business… Read: Harper Government supports development of first ever on-reserve potash mine QUOTE: TSXV: EPO Disclosure: long, subject to change without notice.

Canadian oil companies are getting less for their oil due to pipeline bottlenecking. Most of the Oil extracted in Western Canada is piped to Illinois for refinement and then to Cushing, Oklahoma for sale. In recent years the sale price differential between Canadian crude oil, known as WCS (Western Canada Select), and its American counterpart… Continue Reading

Odgers Berndtson are global leaders in executive search and recruitment for mining and other industries. The other day we were talking discovery with respected gold geologist Brent Cook (full interview to be published next week). In our conversation we asked Brent to name a few explorationists investors should follow; the names of people Brent would… Continue Reading

“At present, India is fully dependent on imports of potash.” Karnalyte Resources wins India investor for new potash mine. National Post Also: Karnalyte peer Encanto Potash (EPO) shares soared 12% Friday after another Indian consortium disclosed being in discussions with the company over a potential off-take deal. Read the statement here.

“We would urge you to keep faith.” A $10 Trillion Bet on China and India. HBR “Placement of op-eds is a standard part of the influence game, but it’s rare for readers ever to find out who is behind the curtain.” From Russia With PR. ProPublica Bond Investor Gundlach Buys Stocks, Sees ‘Kaboom’ Ahead. Bloomberg Will First Quantum launch… Continue Reading

Technical analysis is in the midst of a post-financial- crisis boomlet. Here’s a profile of one of its most successful proponents. DeMark Fibonacci Charts Embraced by Cohen Lure Investors. Bloomberg Unlike the other BRIC countries, which are overweighted in such areas as energy, mining and manufacturing, India’s economic diversity is its strength and gives it greater flexibility… Continue Reading

“The people’s memory is short.” Done Coxe Audio. KWN Soros Buying Gold as Record Prices Seen on Stimulus. Bloomberg Killing of a Top Magnate, Reportedly by His Brother, Stuns India. CNBC Words: Insouciance casual lack of concern; indifference : an impression of boyish insouciance. “I was a bit insouciant.” C. Black via Arts & Letters Daily… Continue Reading

Who’s Who in China’s New Communist Party Leadership Lineup. Bloomberg Ron Paul’s Farewell Speech. WaPo Can I call you Mel? Or is it Mr. Brooks? Vulture, Salon “Let me tell you this cute story. I had just met Alfred Hitchcock. I was really stunned. My God, he was a legend when I was just a… Continue Reading

“You will be fooled by a trick if it involves more time, money and practice than you (or any other sane onlooker) would be willing to invest.” Teller Reveals His Secrets. Smithsonian Photo: Jared McMillen / Aurora Select “Carlyle, which has produced average returns of about 30 percent over the past 25 years, is targeting… Continue Reading

Happy Halloween… Berkshire Extends Housing Bet With Brookfield Venture. Bloomberg Norway Oil Fund Looks Into Factor Risk Model Embraced by Pimco. Bloomberg Centamin’s licence for flagship Sukari mine revoked by Egyptian court. Financial Post Is India’s Rising Billionaire Wealth Bad for the Country? NYTimes Ortega Tops Buffett With Zara Fortune of $53.6 Billion. Bloomberg Gary Shilling: Who Loses When Fed Keeps… Continue Reading

Petronas Rejection Casts Doubt on Cnooc $15.1 Billion Bid. Bloomberg Jindal Steel & Power Ltd. to spend at least $2 billion to buy an iron ore mine in West Africa. Bloomberg Interview: Oceanic Iron Ore Corp. Courts Asian Partners To Unlock Value At Hopes Advance. CEO Rick Rule Bullish On Uranium, Ag-Materials. King World News Fort Knox, an Impregnable… Continue Reading