The Guy Who Gets Killed Is Often The Guy Who Gets Nervous…. WWII: Europe: France; “Into the Jaws of Death — U.S. Troops wading through water and Nazi gunfire”, circa 1944-06-06. Source: Wikimedia Commons, a great place to find rights free images, BTW. “The guy who gets killed is often the guy who got nervous. The guy… Continue Reading

“Does this angle make me look fat?” Our friend, the New York Fed, released its March 2014 Economic Policy Review (a collection of 11 Research Papers) and the topic du jour is that of Too Big To Fail banks. One of the main criticisms of TBTF banks is the implicit subsidy these firms receive in… Continue Reading

ROG data by YCharts After closing their recently announced ~$29 million bought deal financing, filings show that the London-based private equity firm, Appian Capital, has acquired 21.6 million shares (10.1%) in Roxgold (ROG:TSXV).  The shares were acquired as part of a BMO Capital Markets led $29 million bought deal financing priced at $0.58 per share.  Haywood… Continue Reading

Keith Schaefer’s Oil and Gas Investments Bulletin Premium Edition is rapidly becoming one of the most influential investment newsletters in the world. Why? Subscribers are getting really rich from the picks – more on that in a second. It’s very entertaining and informative to read and written in plain speak. Keith’s completely transparent and honest,… Continue Reading

Source: Worthwhile Canadian Initiative Blog Correlation does not mean causation. That has been sufficiently pounded in my head over the past decade. I have to say, though, this graph above from Worthwhile Canadian Initiative Blog looks mighty tasty in explaining the connection between Alberta Premieres leaving office with declines in natural resource revenue. To be… Continue Reading

Over the past few days we have seen a number of companies either continue to drill ‘best-to-date’ holes (Fission, NexGen) or begin their winter drill campaigns in Saskatchewan’s world-class uranium basin.  Add to that, the recent takeover bid from Denison (DML:TSX) of International Enexco (IEC:TSXV) and you have one area of the exploration sector that continues to heat… Continue Reading

Google co-founder Larry Page discusses Google, the internet, security/privacy, access and invention at this year’s TED hosted in Vancouver, BC. “Invention is not enough…if we can combine both things where we have an innovation and invention focus plus the ability to really commercialize things and get them out to people.” Watch other TED2014 videos at:… Continue Reading

With shares of Petroamerica Oil Corp (PTA:TSXV) continuing to trade at a deep discount relative to their North American peers, the company has announced a 55 million share buyback to reduce the float by ~10%.  Management announced today that the TSX Venture has accepted their proposal to make a normal course issuer bid to buy… Continue Reading

“This looked like a lot more fun on BET” There is nothing like a good online beef. Throw in a couple of economists and you have some must-see TV (or Must-see Twitter Feeds). Based on a recent research note (and two accompanying videos) from the Bank of England titled “Money Creation in the Modern Economy”,… Continue Reading

THE CALANDRA REPORT: Subscribe $101 yearly but 7 left at $25 each Today marks our largest “bulk buy” of The Calandra Report subscriptions. The buyer, from Europe and the Middle East, has agreed to let us part with a quarter of the lot as, for lack of a better word, subsidized yearly memberships into our TCR… Continue Reading

From March 25th to March 28th in Gaborone, Botswana Lucara Diamond (LUC:TSX) will begin their first exceptional stone tender of 2014 which is expected to be the best sale of diamonds yet.  The company has a number of large and rare stones on the block in this tender with the largest, Lot 401 expected to generate… Continue Reading

Here we go Morgan Stanley released a note on China’s “Minsky Moment”. Yves Smith, Naked Capitalism blogger, makes a very interesting point about the timing and meaning of the report: “This is an even bigger deal than you might think. The Chinese government isn’t shy about putting banks that trash-talk its economy into the penalty… Continue Reading

“Lets get this party started” Yesterday, Janet Yellen – the world’s most powerful women the new Fed Chairwoman – lead her first Federal Open Market Committee (FOMC) meeting and may have inadvertently indicated that interest rates would be raised earlier than previously expected: [Yellen] was asked how long the Fed would wait after the tapering… Continue Reading

The small cap uranium explorer, International Enexco (IEC:TSXV), announced today that it has agreed to be acquired by Lukas Lundin’s Denison Mines (DML:TSX) for shares.  Denison already owns roughly 8.4% of the company and they are acquiring the remaining shares for 0.26 Denison shares.  Based on Denison’s closing price of $1.77, this equates to ~$0.46 per IEC share, representing an 18%… Continue Reading

Spritz will change the world. This screen you’re “reading” is essentially just a digital stone tablet. Think about how far communication tech has advanced. From carrier pigeons carrying tiny notes, to fibre optic cables carrying zeros and ones. One thing has remained constant, acting as a bottleneck to the speed with which a literate human… Continue Reading