Mongolia Growth Group (TSXV:YAK, OTC:MNGGF) Website: http://mongoliagrowthgroup.com/ (All figures in CAD) YAK came into being in February 2011 as a “holding company owning subsidiaries engaged in the businesses of real estate leasing, and property and casualty insurance” in Mongolia. Harris…
Tulipmania Explained
This article originally appeared in the TDV May 2021 Issue. Tulips were first introduced to the Netherlands from Turkey around 1550. The bulbs get their distinctive coloration patterns from being infected with the mosaic virus. These traits then get passed…
Why DeFi Is The Future
This article originally appeared in the TDV April 2021 Issue. In March 1792, a group of 24 prominent stockbrokers secretly met to form a club, agreeing to trade in stocks only with fellow members and fixing trading commissions for their…
NexGen Energy: Undervalued Uranium Play
Overview NexGen Energy (NXE) is an advanced stage uranium exploration company located in the prolific Athabasca basin in Saskatchewan, Canada. The basin is home to some of the highest grade uranium deposits in the world. Uranium major Cameco (CCJ) has…
Section 232 Petition: All Hype, No Substance
Background In January 2018, two US based uranium producers Ur Energy (URG, MCap $153.4 million) and Energy Fuels (UUUU, MCap $327.7 million) filed a petition before the US Department of Commerce (DoC) seeking protectionist measures against import of uranium products…
Still A Gold Bull
What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be demonetized, while during the Vietnam War, Vietnamese refugees sewed it into their socks so they could…
Understanding Interest Rates
What is the interest rate? Is it something that the RBI sets, or is it something inherent to the economy? If the latter, how does it originate? These are tricky questions, but understanding this key concept is particularly important for…
The Golden Age of Fed Omnipotence
The entire financial community waits with bated breath for the answer to the one question: will she, or won’t she? One woman holds sway over the world financial markets. She has the power to make or break vast fortunes, equivalent…
Global Macro Investing, Part II
In my last article, I contrasted international investing under the British Empire to global macro investing today. In this article, I’ll delve deeper into the topic. A global macro investor needs to have an understanding of all asset classes across…
Deflation, Inflation and Hyperinflation
Note: This post is intended for an audience for whom it is obvious that we are fast approaching the end game of the dollar collapse. The question of the day is how will it all end? Are we going to…
