The killer app for crypto has finally become clear – and it’s stablecoins.
Selling Minera Alamos
“People think good decision-making is about being right all the time. It’s not. It’s about lowering the cost of being wrong and changing your mind.”
Kirill versus Koala: Digging into TNR Gold
I have spoken to the CEO and the activist shareholder dragging each other on #mintwit. Is the juice worth the squeeze for the rest of us?
Colonial Coal ramblings
A little something I wrote about why I don’t own Colonial Coal seems to have made people angry.
Exploration situation
Sarama Resources is being touted as a mis-priced litigation play.
Mining Portfolio Updates: Week ending July 25
More turnover than I usually like over the last few weeks, but in a royalty-and-special-situations-focused mining portfolio, there’s going to be a lot of movement when consolidation finally comes to the royalty companies.