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
570 Views
Overview #51 — Rates Roll Over, Cyclicals Take Control
A review of recent events/data impacting our investment themes and outlook. We look at the move down in bond yields and impact on our favourite...
267 Views
Overview #47 – Are We There Yet?
A review of recent events/data impacting our investment themes and outlook. We look at recent market action and the changing leadership in the markets
245 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...
835 Views
Overview #55 – Filtering Out the Noise in the Headlines
A review of recent events/data impacting our investment themes and outlook. We look at a potential key divergence in last week's price action
234 Views