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
Primer: iShares Silver Trust (SLV US) - Apr 2026
The iShares Silver Trust (SLV) is the largest and most liquid physically-backed silver exchange-traded fund (ETF), offering investors direct...
101 Views
Overview #48 — Gradually, Then Suddenly
A review of recent events/data impacting our investment themes and outlook. We look at the wild moves in the commodity markets last week and what...
303 Views
April Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
1.3k Views
Ishares Silver Trust (SLV) - Monday, Jun 9, 2025
The author predicts a bullish future for silver, citing a 50-year cup and handle formation, despite its struggles against gold and rising interest...
320 Views