I made a new video where I discuss the current situation in the energy markets specific to oil and uranium. You can check it out here. To summarize the video I covered the following topics: Oil OPEC meeting was a ...

  If you are speculating in the commodity markets than I highly suggest you take an hour and listen to the recent Goehring & Rozencwajg introduction webinar. In the webinar the principals, Leigh Goehring and Adam Rozencwajg, discuss their investment ...

I made a video last week that updates my investment thesis on uranium. To review, the price of uranium is basically trading well below its actual production cost. As long term contracts have come off producers of uranium are unable ...