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
587 Views
Overview #76 – The Circus Comes to Town
A review of recent events/data impacting our investment themes and outlook. We look at the change in rate-hike expectations and what it means for...
120 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...
289 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
282 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...
851 Views