In last weeks video, which you can watch here, I talked about the speculative opportunity in the oil service sector. To summarize, my contention is that due to the low oil prices suffered by the oil industry in 2014-2016 the ...
One of the things I have noticed when interacting and corresponding with people who watch my videos and visit my site is that many of them do not have realistic expectations regarding expected investment returns. What I mean by this ...
As readers may already know I am a big fan of royalty companies. It appears that a new royalty company is being formed to invest in uranium. Not much is known currently except that the name of the entity is ...
Zimbabwe A Sad Story I have had a love hate relationship with the country of Zimbabwe for many years. On one hand I can see the potential of Africa as a whole, and Zimbabwe in particular. On the other hand, ...
The new CAPE (Cyclically Adjusted Price to Earnings Ratios) ratios are out for the second quarter. Below I have listed the five most expensive countries and the five cheapest countries. Most Expensive Denmark United States India Ireland Peru Cheapest ...
Link to article: Uranium trader Yellow Cake (LSE:YCA) made its debut on the AIM market of the London Stock Exchange on Thursday (July 5). Shares of the UK-based company opened at GBX 199.95 and grew slightly throughout the trading day. ...
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 ...
Without a doubt climate has been and is always changing. However, is it possible that we will not in fact be plagued with rising temperatures but falling temperatures. Instead of global warming are we in for a new ice age? ...