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- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Jul 15, 2026
Latest issues
Paul’s Notes #17 (opens the original)
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Paul’s Notes #16 (opens the original)
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Mining is becoming the economic escape hartch for Canada as its trade war with the US heats up. Canada held a two-day Investment Summit focused on accelerating up to C$1T in new investment over the next five years. Hosted by Prime Minister Mark Carney and in partnership with Canada Pension Plan Investment Board and Public Sector Pension Investment Board, it aimed to showcase Canada as a compelling investment destination. The Government of Canada also proposed to implement a Productivity Mega Ded
Cash and catalysts (opens the original)
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A word you will often hear in the mining and exploration space is catalyst, a moment in time when a piece of work is completed that causes a major change in the share price. As investors, we must look out for and anticipate them, as they can be a moment of significant value appreciation. Similarly, when they are not achieved or they underwhelm, they can be a moment of value contraction.Quick LinksMoney is TimeCapital Allocation</
Paul’s Notes #15 (opens the original)
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25 years ago today, I was visiting a limestone operation in Crawford, Texas, near where then US president George Bush Jr had his ranch. I listened to the radio as I drove to the operation, and the morning show was interrupted by news of the attack on the World Trade Center, a building I had visited regularly for investor meetings as a reporter in New York. The site visit was a washout as we sat in the conference room transfixed in disbelief at the images on the TV screen. When I got back to my h
Paul’s Notes #14 (opens the original)
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Political or country risk has been a big theme this week, including the global bond markets being on fire, especially in the US, UK and Japan, with yields rising around the world as investors sell their holdings.Risk also showed its physical side with news out of Pakistan that security forces killed 12 armed assailants following an attack on a convoy of vehicles Barrick Mining’s (NYSE:B) Reko Diq project in Balochistan, resulting in a two-hour exchange of heavy gunfire. B paused Reko Diq in Marc
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