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February 22 2012
Company Files
New Zealand Energy Corp.
The art of the promise

February 19 2012
Venture Exchange - A better way to invest on the Venture Exchange

February 09 2012
Company Files
New Zealand Energy Corp.
NZEC – what's going on?

February 06 2012
Commentary - Of rights and responsibilities

February 02 2012
Risk assessment/Risk reduction - Have I got a stock tip for you!
Southern Arc Minerals Inc. - Main page (updated)

January 19 2012
Recommended Reading
I like a good mystery

January 13 2012
Commentary - Shawn Ryan says YES YOU CAN!

January 10 2012
Recommended Reading
A Tale of Two Employees

January 09 2012
Risk assessment/Risk reduction - The demons within… or choose your battles carefully
Southern Arc Minerals Inc. - Main page (updated)

January 03 2012
Guest Article
Money is time: Chris Bart responds
Chris Bart

December 22 2011
Commentary - Money is time

December 14 2011
Risk assessment/Risk reduction - Mud puddles at your feet
Southern Arc Minerals Inc. - Main page (updated)

December 13 2011
Company Files
New Zealand Energy Corp.
NZEC – what you know and who you know

November 17 2011
Recommended Reading
Steve Jobs: Obsessed… or possessed?

November 05 2011
Recommended Reading
The Rare Find – spotting exceptional talent before everyone else

November 02 2011
Links of Interest
Gold ready to attack prior highs in the 1900’s
David Banister

October 29 2011
Commentary - Desperadoes and thieves

October 27 2011
Links of Interest
A rally for gold
David Banister

October 17 2011
Commentary - Like silent raindrops fell…

October 12 2011
Commentary - Go to pancake mix

October 03 2011
Commentary - Idle hands are the devil’s tools

September 30 2011
Commentary - Choosing the best tool

September 25 2011
Risk assessment/Risk reduction - I have nothing more to say…
Southern Arc Minerals Inc. - Main page (updated)

September 14 2011
Links of Interest
Gold heading to $2,350 per ounce after 4th wave consolidation
David Banister

September 12 2011
Risk assessment/Risk reduction - The Rule of Law on West Lombok
Southern Arc Minerals Inc. - Main page (updated)

September 11 2011
Commentary - Bill and Bella

September 7 2011
Links of Interest
Bull Market In Gold Over With Double Top?
David Banister

September 5 2011
Risk assessment/Risk reduction - Perception versus reality
Southern Arc Minerals Inc. - Main page (updated)

September 3 2011
Commentary - Five Star Help!

August 27 2011
Risk assessment/Risk reduction - One leads to the other, of course!
Southern Arc Minerals Inc. - Main page (updated)

August 20 2011
Risk assessment/Risk reduction - Multiple tens of dollars
Southern Arc Minerals Inc. - Main page (updated)

July 27 2011
Commentary - Shoot the middleman!

July 20 2011
Commentary - Critical conversation

July 08 2011
Properties - West Lombok - Way Linggo and its relevance to Southern Arc (video)
Southern Arc Minerals Inc. - Main page (updated)

June 22 2011
Risk assessment/Risk reduction - Connecting the dots
Southern Arc Minerals Inc. - Main page (updated)

June 14 2011
Toolbox
Simplify Insider Trading Reports

June 03 2011
Links of Interest
Crucial Pivot Point for the CDNX Index in Canada

June 01 2011
Toolbox - What’s the grade between the highlights?

June 01 2011
Toolbox - Calculating Tonnage

May 31 2011
Commentary - A Revolution in Education

May 29 2011
Comparative Companies - East Asia Minerals (EAS.V) - Somebody’s gonna be pissed!
Southern Arc Minerals Inc. - Main page (updated)

May 15 2011
Properties - West Lombok - Pelangan - Remember though. I’m just an English major.Southern Arc Minerals Inc. - Main page (updated)

April 29 2011
Links of Interest
Where next for Gold-Silver and the SP 500 Indexes?
David Banister

April 19 2011
Feedback on 'A=B'

April 14 2011
Risk assessment/Risk reduction - Pelangan and Mencanggah: IF A=B and IF B=C, then…
Southern Arc Minerals Inc. - Main page (updated)

March 13 2011
Risk assessment/Risk reduction - Say “Hello” to my little friend!
Southern Arc Minerals Inc. - Main page (updated)

February 13 2011
Commentary - Trust me!

February 12 2011
Risk assessment/Risk reduction - All Systems 'Go!'
Southern Arc Minerals Inc. - Main page (updated)

January 31 2011
Key Personnel - Mate in Three?
Southern Arc Minerals Inc. - Main page (updated)

January 19 2011
Feedback on 'Sunday Afternoon'

January 17 2011
Risk assessment/Risk reduction - A Pleasant Sunday Afternoon
Southern Arc Minerals Inc. - Main page (updated)

January 17 2011
Properties - Pelangan Drilling Results Released
Southern Arc Minerals Inc. - Main page (updated)

January 17 2011
Properties - West Lombok IUP Issued
Southern Arc Minerals Inc. - Main page (updated)

December 9 2010
Toolbox:
To Suppress or Not to Suppress

December 8 2010
Feedback on 'Relationships'

December 7 2010
Risk assessment/Risk reduction - Relationships
Southern Arc Minerals Inc. - Main page (updated)

November 24 2010
Risk assessment/Risk reduction - Big Picture… Little Picture – another walk around the barn
Southern Arc Minerals Inc. - Main page (updated)

November 24 2010
Properties - Taliwang - Southern Arc and Newcrest Sign a Heads of Agreement
Southern Arc Minerals Inc. - Main page (updated)

November 24 2010
Key personnel - Mike Andrews
Southern Arc Minerals Inc. - Main page (updated)

November 12 2010
Risk assessment/Risk reduction - Straight and to the Point
Southern Arc Minerals Inc. - Main page (updated)

November 12 2010
Properties - Tirtomoyo/Karang Tengah
Southern Arc Minerals Inc. - Main page (updated)

October 29 2010
Indonesia - The "Fifth BRIC"
Southern Arc Minerals Inc. - Main page (updated)

October 28 2010
Risk assessment/Risk reduction - What’s Southern Arc worth?
Southern Arc Minerals Inc. - Main page (updated)

October 7 2010
Key personnel -Insider Trading Summary Report
Southern Arc Minerals Inc. - Main page (updated)

October 4 2010
Properties - East Elang/ Sabalong - Southern Arc Strikes First Joint Venture Deal
Southern Arc Minerals Inc. - Main page (updated)

September 15 2010
Toolbox: In Situ Valuation Calculator

September 10 2010
Risk assessment/Risk reduction - Various and Sundry
Southern Arc Minerals Inc. - Main page (updated)

August 30 2010
Properties - West Lombok Maps Update
Southern Arc Minerals Inc. - Main page (map update)

July 12 2010
Properties - Taliwang - Taliwang IUP Issued
Southern Arc Minerals Inc. - Main page (updated)

July 12 2010
Risk assessment/Risk reduction - Bureaucratic
Southern Arc Minerals Inc. - Main page (updated)

June 8 2010
Risk assessment/Risk reduction - Fundamentals - Nickel Oil & Gas Corp.
Southern Arc Minerals Inc. - Main page (updated)

June 7 2010
Southern Arc Minerals Inc. - Main page

March 30 2010
Recommended Reading
Cigars, Whiskey & Winning

March 23 2010
Recommended Reading
The Greatest Trade Ever

March 22 2010
Size and staying power...

March 14 2010
… but the greatest of these is charity!

October 23 2009
New Additions to Library

September 10 2009
TEGWAR

September 9 2009
Just one more barrel of flour

June 30 2009
Survey Reports
Impact Silver Corp (updated)

June 19 2009
Guest Article
If I'm So Smart, How Come
I Don't Run PIMCO?

Gabriel Gray

June 19 2009
Is Indonesia ready to play
in the big leagues?

Kevin Graham

April 9 2009
Short Selling is Bad
for the Market

April 2 2009
Epithermal Gold for Explorationists

March 31 2009
Epithermal Deposits –
gold and silver

March 31 2009
Epithermal gold deposits, geothermal systems and volcanoes

March 22 2009
Southern Arc Minerals – Valuations for Selodong

February 12 2009
Guest Article
The Obama Stimulus:
All Porked Up and
Nowhere to Go

Gabriel Gray

December 27 2008
Canadian Crisis?
Give me a Break!

December 23 2008
Wheel of Misfortune

December 16 2008
Metal Markets?
Go East Old Man!

November 29 2008
You can get it wrong and still you think that it’s all right

October 31 2008
Winners and Losers

September 19 2008
The Indonesia Factor, or… Can’t see the Forestry for the Greed

September 10 2008
Survey Reports
Impact Silver Corp (updated)

September 9 2008
Survey Reports
Silvermex Resources

August 6 2008
Survey Reports
Oroco Resource Corp.

July 15 2008
Southern Arc and
Canada Nickel

July 10 2008
Guest Article
I May Be Drunk, But You're A Nincompoop.
Gabriel Gray

June 20 2008
The TSX Venture Exchange: Fire in the Hole!

June 16 2008
Pediment readies itself for a major step forward

June 10 2008
Survey Reports
Puma Exploration

June 4 2008
Toolbox:
Mining Company Survey Form

June 2 2008
Run fast, run far!

May 30 2008
Survey Reports
Tarsis Capital Corp.

May 30 2008
Survey Reports
Impact Silver Corp

May 27 2008
Survey Reports
Dajin Resources Corp

May 26 2008
Engagement is Everything!

May 26 2008
Guest Article
A Case Study in Due Diligence: Southern Arc Minerals
Omar Boulden

May 22 2008
When the ‘fan club’ wins,
due diligence loses

May 22 2008
Survey Reports
Garibaldi Resources Corp.

May 21 2008
Survey Reports
Grenville Gold Corp.

May 20 2008
Insider Holdings Summary Reports

May 12 2008
Guest Article
The Zoo Needs More Animals
Gabriel Gray

May 8 2008
Mineral Mining and Exploration Companies on the Venture

May 6 2008
Insider Trading Summary Reports

May 6 2008
British Columbia Securities Commission List of Disciplined Persons

May 5 2008
Insider Trading – Transparency for Lay Investors?

April 28 2008
Would you like some fries
with that investment?

April 24 2008
Southern Arc Minerals Inc.
Survey report

April 23 2008
You say you want a revolution…

April 23 2008
Rare Element Resources Ltd.
Survey report

April 17 2008
Such stuff as dreams are made on… a teaser

April 17 2008
Guest Article
Let's call it the LIE-BOR
Gabriel Gray

April 16 2008
Guest Article
Inflation vs. Hyperinflation
Gabriel Gray

April 9 2008
Hard Rock Miner’s Handbook and Rules of Thumb

April 8 2008
An Introduction to Geology and Hard Rock Mining

April 5 2008
So you think you can geo?

April 4 2008
Southern Arc Minerals Inc.
Toss a Pebble in a Pond

April 3 2008
Required Reading
Exploring Geology

March 31 2008
Guest Article
What if it's not a bubble? – Bubbles past and present
Gabriel Gray

March 28 2008
If it’s neither informative nor entertaining, what’s the point?

March 25 2008
Guest Article
Gold + Money Supply =
A Tool for Gold Analysis

Kim Brasington

March 24 2008
Rare Element Resources Ltd.
Preliminary Report

March 24 2008
Insider Trading Tutorials

March 16 2008
Pediment Exploration Ltd.
Site Visit Report

March 14 2008
Southern Arc Minerals Inc.
PDAC Workshop

March 13 2008
Toolbox: Cubing the Hole

________________________

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Trust me!

February 13, 2011

What we lack in morality we more than make up for in armaments. Of whom do you think when you read this? Figures from the past or present-day hooligans – it makes no difference. He who wins gets to write ‘his-story’.

Might is right versus right is might. No King Arthurs in plain view today.

This notion is by no means limited to world conflict. There are many analogous inequities at play. The rich get richer. Too big to fail. Foxes in charge of the henhouse. Money buys justice. The Golden Rule (as to say), ‘he who has the gold makes the rules’. Here’s another good one: “Trust me.” More on that shortly.

It’s very easy to sit in judgement. In fact, it’s too easy. Judgement (to steal a line) is the luxury of those sitting on the sidelines. I’ve too many times judged others, both prematurely and harshly. In like fashion, such judgement has also come my way. Perhaps the best defence, on both fronts, is to restrict one’s judgement to that of the self. Only as my own judge can I hope to guard myself against the judgement of others. So guided, perhaps I will also be less likely to point fingers at others. Nice theory, anyway.

My point is that we all compensate for our weaknesses, shining a light on favoured attributes and leaving skeletons hiding in the shadows. This is a natural inclination, perfectly understandable, and for the most part, perfectly acceptable. A survey once revealed that 98% of teenage boys masturbate and that the other 2% are liars. My point is that we neither need, nor should we want, to know any and all shadowy intricacies of each other’s lives. This is fine when concerning matters of peripheral importance, but not when it touches purpose. In matters of purpose, we ought first to study our own shadows, and we ought to judge whether or not these shadows exist in contradiction to our purpose. Such self-scrutiny bears heavily on whether or not we should be trusted by others, or if we should even trust ourselves.

I come to this topic of purpose in consideration of grahamanalytics.

My word is my craft and therein lies a great conundrum. Our words are supposed to be our bonds, aren’t they? But crafty bonds cannot be trusted. In fact, true bonds cannot be crafted. They must simply be, with no craftiness attached. In any other form, we have only a lie, a back door escape hatch. Perhaps no more or less than a half-truth, but a half-truth is still a whole lie, isn’t it? Have I ever lied to you that you know about? What do you mean, you’re ‘sort of’ pregnant?

I like words. I like words a lot. I enjoy the craft of piecing words together. The flow, the rhythm, the sounds of words. These constructs, and the stories they can tell really turn my crank. Everybody likes a good story, and it’s a lot of fun to tell a good story. Here’s the thing, though. Some stories are compelling, in and of themselves. Others are compelling only by virtue of how they are told. This is an important distinction to make. In the first case, the storyteller is an observer, merely articulating what he or she sees. In the second case, there may be more window dressing than actual story. This is the crux of the matter. You must ask yourself as you read my stories, “how much of this is real and how much is just window dressing?”

Moreover, when the observer of a story becomes a participant in the story (e.g.: as a shareholder), you must question his/her purpose at every turn.

As a reader of this and other websites, you must first ask and answer the question, “what is the writer’s purpose here?” Above all else, this is a matter of trust. If in this you conclude that I am writing only to support my own vested interest, you are best served elsewhere. As a discerning reader, you must know my purpose. You must seek the truth in this matter. You must first decide whether or not I can be trusted. To fail in this is to expose yourself to great risk. My stated purpose is to inform and empower. Is this real or just window dressing? My purpose is to engage and entertain. My purpose is to mobilize, to shake you from the inertia of your recliner rocker. Ask and answer for yourself. Can I be trusted in what I say is my purpose?

This leads me cleanly around the barn to my originating mantra. Take charge of your own investments. If you want something to be done, there’s no better way than to do it for yourself.

Reading this website does not qualify as due diligence. This website is merely the prick of a pin to push readers from a zone of comfort into a space of uncertainty. It’s a rallying cry.

Nobody… but nobody can or will do it for you. It’s all on you. For all but the severely handicapped, financial advice is a fraud. Think about this for a moment. In most cases, if financial advisors really knew what they were talking about, do you think they’d be doing it for you or me? Not a chance. You’re not too stupid to do it for yourself. Don’t buy that line. That’s just a sales pitch at work. If I had a nickel for every time someone said to me, “I can’t do what you do…” Well, I’d have a large nickel collection, and a fraudulent one at that.

In response to yesterday’s piece on Southern Arc, a reader sent an email to me this morning. The sum total of the message was as follows: “I trust you. Why?” Good question, and the genesis of today’s missive.

I had to think about this question a bit, taking care to avoid the flippant answers that quickly come to mind. My end reaction is that I’m flattered and pleased that you trust me. At the same time, my overriding encouragement is to place trust in yourself first and foremost. If you trust me, please make that only one of many trusted sources.

Trust, in itself, is comprised of two essences. First, do I trust in your integrity? Second, do I trust in your understanding? Without a ‘yes’ answer to both of these questions, there’s no basis for any trust at all. As for the first, trust in integrity is, for some people, a quick read of first impressions, for others, the cumulative effect of many exposures. Why should you trust my integrity? That’s not a question I can answer. The moment I say, “Trust me” your natural reaction should be to do the opposite. Should you trust my understanding? Well, that’s where the cumulative effect kicks in. I can tell you with all sincerity that the more I understand, the more I realize that I don’t understand. This process of due diligence is a journey of discovery for me, too, so please scan the horizon broadly for sources of insight and understanding. I know very little, indeed. Trust me (lol).

Sincerely,

Kevin Graham

P.S.: The secret of success is sincerity. Once you can fake that, you’ve got it made. Jean Giraudoux

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