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...
627 Views
Overview #35 – You Can’t Always Get What You Want...
A review of recent events/data impacting our investment themes and outlook. We look at recent moves in the precious metals and uranium sector
490 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...
764 Views
OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates
A review of recent events/data impacting our investment themes and outlook. We look at the fallout from the recent escalation of the trade war
505 Views
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.
472 Views