Yesterday I finally found out why we cannot email our subscribers' issues. It turns out that having taken my money for the migration on August 5, the Godaddy service failed to collect the material from our website, www.global-investing.com, to its own system. So this technologically challenged little old lady had to go into our former site to send out the file manager (FTP) and a records directory so they could do the job more than two weeks later.

The whole process was made more fraught by a constant requirement to set passwords for stuff I had to find. It got later and later and my husband and I were missing our dinner. As a result, your Monday blog did not get out until this morning. I can only do so much. Our frozen pad Thai dinner was pretty awful.

Today the S&P index tried for a new high before collapsing again. The dollar fell about a half percent against almost all other currencies. So the explanation is probably that Wall Street is afraid of a Biden victory which will increase taxes at the top, or of a Trump attack against the poll he will lose by claims of postal fraud. The bipartisan Senate Intelligence Committee report came out and showed that Putin's Russia was actively seeking to get Trump elected in 2016, but not necessarily coordinating with him.

Mining and Oil

*Today Kirkland Lake Gold created an alliance with Newmont Mining whereby KL collected $75 mn (US) for letting NEM join in mining at KL's Holt mine in Timmins (Ont.) if drilling is restarted there along with NEM's royalty obligation for Royal Gold. NEM and KL will also operate together using NEM money in the Timmins area as well as other sites yet to be determined. This came after a day during which gold rose in the wake of Warren Buffett buying into Barrack.

*The Mauritius oil spill from a Japanese tanker (which now is split in two) has developed techniques for cleaning the sea with hair booms and sugar cane. I think the Biden campaign will pick up on this disaster and use it against Trump.

*Antofagasta plc ANFGF gained 8.21% after Chile eased restrictions on mining in the Atacama desert. It is Chilean but trades mostly in Britain. It was top win today after a boost to lithium miners yesterday.

*Hoegh LNG Partners HMLP common stock, but not the prefs we recommend thanks Joe Shaefer was downgraded to neutral by Stifel Nicolaus.

Tech & Tel

*Prosus (PROSY) was cut to hold from buy, down 2 levels, by Jefferies Financial, at $18.94.

*Nintendo NTDOY gained 3.32% in part because the Yen is up.

*Vodafone VOD is up 0.8%. Be patient with this British phone firm.

*Microsoft will not be the only contender for TikTok as Oracle ORCL is another potential bidder as the Chinese kiddie phenomenon must be divested by parent ByteDance in 90 days. There are no obvious synergies with TikTok for either. MSFT lost 0.01% today while Oracle gained 3%.

Drugs

*Teva TEVA fell ~10%+ today on Justice Department charges it used outside foundations to pay $300 mn in kickbacks and false claims as it upped the price of MS drug Copaxone per patient-year from $17,000 to $73,000 from 2007 to 2015. It was our worst performer and also probably Warren Buffett's worst.

*Astra-Zeneca will work with California's Premier to develop Lokelma, a PINC drug to treat hyperkalemia, too much potassium in the blood. Paying $100 per PINC share is cheaper for AZN that the royalty contract, assuming that Lokelma works. AZN's ADR fell about 40 cents on the news but in fact, it is saving money and there are probably other hopes in Premier's pipeline it now gets.

*Novo Nordisk did a deal with Evotec SE (EVTCY) of Germany which is developing a COVID-19 monoclonal antibody for the US Dept of Defense. EVTCY stock fell on the news and Danish NVO lost 0.5%.

*Swiss Novartis NVS gained yesterday because of its win against generics maker HEC Pharma in a Delaware Court which backed its Gilenya patent till 2027. NVS innovative medicine sales are 8% from fingolimod or Gilenya.

*US Principia, being bought by Sanofi, is the big mini-pharma stock winner but analysts downgrade it.

*Zymeworks ZYME fell 2.54% today on new news. The C$ is up

*BeiGene BGNE is up 3.4% despite a spate of further insider sales, hitting $231.08 today.

Funds

*Canadian General Investments CGRIF reported on its last quarter but the new financial services authority kept it from being read in the USA. BofA-Merrill considers Canada an unsafe market and won't publish results if the shares are not fully listed in the USA.