On Friday the Trump administration finally ruled on the Section 232 petition made by two US based uranium miners, UR Energy and Energy Fuels. The two miners had petitioned the US government for some type of relief due to the ...
For the last several years we have seen oil and gas production from shale explode: We have been told that this is a new era that will finally wean the US from foreign oil and allow the US ...
Why am I talking about Greece as possibly being on the investment radar? During last week’s EU Parliamentary elections, the center right New Democracy party trounced ruling Prime Minister Alexis Tsipras’ Syriza party by 9 points. Tsipras is not up ...
The above chart shows the Teucrium Corn Fund (CORN). The price has popped in recent days due to new data coming out of corn growing areas in the Midwest of the US. The corn crop is way behind in ...
The magazine cover indicator posits that when the mainstream media touts a topic, like a magazine cover, it can be a critical turning point. The consensus is rarely correct at important turning points The above cover is from the ...
One of my main themes is to identify super smart people and then piggy back on their good ideas. One of these smart guys is hedge fund manager Harris “Kuppy” Kupperman. Kuppy writes a blog entitled “Adventures in Capitalism”. One ...
It appears so. This a chart from Eric Nutall at Ninepoint Partners. It shows the free cash yield of various Canadian oil and gas companies. With the recent rise in oil prices these guys are gushing cash. This is ...
This is tremendous news that the market overlooked in my view. From Bloomberg: Now the market finally knows: Ghawar in Saudi Arabia, the world’s largest conventional oil field, can produce a lot less than almost anyone believed. When Saudi Aramco ...
The Asians simply are willing to work harder. https://youtu.be/UPtS-SgaJYM What I found interesting is that this is a family business and that they work up to 17 hours per day. The videographer even notes that his hotel room is across ...
South China Morning Post: Nuclear power related shares soared across the board on Tuesday in Hong Kong and China after Beijing announced plans to invest 81.2 billion yuan (US$12 billion) in four new reactors for the first time since 2016. ...