Next freebie is this report on junior miners that screens hundreds of them for good cash-to-market-cap ratio. Excellent source material.
The final freebie today might surprise some regular readers. Antal E. Fekete is an economic theorist who is highly esteemed in the goldbug community. I was pointed to this report last night by Lucas over at Trend&Value, and after my “Aw gawd, not him!” complaint and his “just read the report, then moan” reply I downloaded this paper written by Fekete dated November 4th 2008 and entitled “Revisionist Theory of Depressions (can it happen again?).”
It’s a very interesting and intelligent take on the current crisis, and although I don’t agree with some of his argument, other parts are certainly two or three cuts above the normal tosh written by the goldbug community. So here’s the link, and have a read yourself. Twelve pages of not-too dense script and perfectly accessible for the non-academic (e.g. me). Excellent food for thought and thank you for insisting, Lucas.