Primer: Aberdeen Standard Physical P (PPLT US) - May 2026
Direct Platinum Price Exposure: PPLT offers investors a direct, cost-effective, and liquid vehicle to gain exposure to the price of physical...
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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...
730 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...
621 Views
Major 2026 Investment Themes
​A review of 2025 performance and current 2026 investment ideas, including some changes in our commodity sector allocations.
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Overview #43 – The Gift that Keeps on Giving
A review of recent events/data impacting our investment themes and outlook. Central Bank Pronouncements and the potential for US-China tension de...
429 Views