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...
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Primer: Sibanye Stillwater (SBSW US) - May 2026
Sibanye Stillwater is a leading global precious metals mining company with a significant and diverse portfolio of assets, primarily focused on...
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Q4 Outlook for Our Investment Themes
​A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.
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Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.
A review of recent events/data impacting our investment themes and outlook. We look at the Fed and the implications of DoD's stake in a rare earth...
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Mid-Year Themes Review - Part II
Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...
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