This week’s readings/links include Baker Steel Capital on the prospects for gold mining stocks, Alex Edmans discusses his new book “May Contain Lies”, The Japan Times on the hidden billions in Tokyo real estate luring activist hedge funds, Joe Studwell on industrial policy lessons for the US, state capacity, and corporate culture, Bethany McLean’s looks at the potential issues with BREIT and a look at the implications of the Russian uranium ban.

• Baker Steel Capital: Gold has hit new highs – but is the rally just getting started for miners?
• Merryn Talks Money: Why everyone believes what they want to believe with Alex Edmans.
• Japan Times: Hidden billions in Tokyo real estate lure activist hedge funds.
• EIG: Joe Studwell on industrial policy lessons for the US, state capacity, and corporate culture.
• Bethany McLean: Blackstone’s big gamble.
• S&P Global: US nuclear industry clamors for waiver process details as Russian uranium ban looms.