I had the opportunity to sit down with geologist and junior mining analyst Brent Cook recently. I have had a few frank discussions with Brent over the years when we have crossed paths on the speaking circuit. In a business too often full of bravado, hype and salesmanship, I find Brent to be refreshingly honest about the risks and limitations of fundamental analysis in controlling downside risk to capital.
My house is a whirl this morning with kids and their friends, back to school lists and drywallers working on our bathroom reno. As the drills whirl and the YouTube clips play, I must not forget that I will be doing a LIVE segment on the economy and markets on Money Talks radio at noon ET today. Talking with my old friend Victor Adair who will be standing in for Michael Campbell.
You can listen live at CKNW AM 980 and here on the net. I have posted a clip from the archive here select September 3 at 9am, my segment starts after the news at 9:06. Hopefully I will be I was able to hole up in a quiet closet somewhere to do the call.
