Firma Holdings Corp. (FRMA)

[Mamona]

I've had my communicationss over the past 4 years and they've been pointless; I know how to run a business; schedules matter; this is an ADHD run company.

Rich should be down in Mexico with a shovel and a bunch of pencils. And maybe some AK47s.

This is from another stockholder friend of mine about Mexican stock holdings; have a nice day :

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since pzg has a mexican exposure (and uxg, currently my biggest holding) things like the paste below catch my eye.

it's only an anecdote, but i've been feeling cocky about uxg lately and it's good to keep in mind how vulnerable miners are to this kind of stuff. and how the msm only sees it in the rear view mirror and here in xx we think walter huston still lives there.

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from instapundit.

A FRIEND EMAILS FROM MEXICO: “Shit’s about to collapse in MX and points south. It is frightening. I am seeing first hand, am traveling. Total anarchy and terror unfolding.” Well, that’s encouraging. All those counter-insurgency and nation-building skills we’ve honed in Iraq might come in handy closer to home.

UPDATE: A followup email:

The causes are complex and brewed over time… all I know is that all signs are pointing to a far worsening situation down there, and increasing impact here.

Militarizing the border isn’t a solution, but having seen what I’ve seen, I’d be terrified if we weren’t hardening that border right now.