Overview #27 – The Big Beautiful Tragi-Comedy Continues
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...
626 Views
A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 1
US/Oz have signed The Critical Minerals Framework -commits the countries to invest more than $3 B over 6 months jointly and supports a pipeline of...
527 Views
Overview#39 – Uranium’s Surge, Gold’s Lull, and Some Geopolitics in Between
A review of recent events/data impacting our investment themes and outlook. We look at the uranium sector and the implications of the Xi-Trump...
763 Views
Overview #38 Precious Metals – Has the Fat Lady Sung?
A review of recent events/data impacting our investment themes and outlook. We look at the recent correction in precious metals and what it means...
739 Views
Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
422 Views