Blogs about: By Benjamin
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A case for buying Vale
The sky is falling! The sky is falling! Buy, buy, buy. I am looking at the doom and gloom in the marketplace and I think about how in some cases people overreact to bad news. I am going to stay away … more →
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A case for buying Vale
bjcbjcbjc wrote 9 months ago: The sky is falling! The sky is falling! Buy, buy, buy. I am looking at the doom and gloom in the ma … more →
My solution to the financial crisis
— 1 comment
bjcbjcbjc wrote 9 months ago: Okay, everyone is coming out with solutions, and I do not like most of them. Let me go over a simple … more →
How to value a project, the inputs
deannao wrote 11 months ago: Valuations are traditionally done in boom times and bust times, and they are done very differently i … more →
Nationalization is part of the cycle
bjcbjcbjc wrote 11 months ago: The Herald Sun: Whole new ball game A key note to the Guinea government: Next time you want to natio … more →
Put government back in the equation
bjcbjcbjc wrote 11 months ago: Does government have a place in business? This is a question that I have been debating for awhile. O … more →
The sky is falling!
bjcbjcbjc wrote 11 months ago: Chicken Little, the sky is falling. Did you not notice the sky is falling? I mean, everyone knows th … more →
Basic rule of law needed in Russia
— 1 comment
deannao wrote 11 months ago: An investment gets trapped in Kremlin’s vise Very scary article on Russia. As resource prices … more →
More CSN (and the bidders are unknown)
deannao wrote 11 months ago: Reuters India: Russians, Japanese vie for CSN unit Ok, well, not unknown, but we are not certain who … more →
Feeling the pain of inflation across the globe
bjcbjcbjc wrote 11 months ago: At some point, inflation is going to hurt everyone, but it hurts people differently. This is because … more →
Cliffs continues to surprise
bjcbjcbjc wrote 11 months ago: Cleveland-Cliffs and Alpha Natural Resources to merge, creating Cliffs Natural Resources, a leading … more →
Chinese sell out of U.S. project to Cliffs
bjcbjcbjc wrote 11 months ago: PR-Insider.com: Cleveland-Cliffs updates 2008 iron ore revenue-per-ton guidance; provides commentary … more →
From my day job
bjcbjcbjc wrote 11 months ago: Advanced Explorations Inc. to earn up to 70% interest in Roche Bay Project … more →
Sinosteel almost gets Midwest
bjcbjcbjc wrote 12 months ago: Sinosteel gets control, but likely to have company at Midwest Okay, they have more than 50%, but th … more →
Drill, drill, drill vs. Research, tax, research
bjcbjcbjc wrote 11 months ago: Drill, drill, drill. Sounds so simple, right? If you drill, you end up with oil. And if you end up w … more →
Just trade bad paper for good paper
— 1 comment
bjcbjcbjc wrote 11 months ago: Without ground rules to play with in the financial markets, people will make stupid bets for short-t … more →
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