Exxon had two board seats go to activists this week. Their goal? Comply with climate change goals. Shell lost a court case in a Dutch court and must lower emissions by 45% by 2030. Chevron shareholders voted to have management ...
Capitalizing on a new bull market in precious metals is one of our most important themes today. Crescat is infusing important growth capital into carefully vetted companies. In some cases, we are also bringing in new expertise to the board ...
California regulators issued direction to utilities in the state that they would need to replace 11,500 MW of electric supply currently provided by nuclear and natural gas-fired generating stations with zero-carbon sources. There is no power source that is zero ...
Commodity and resource markets are booming. Monetary policy and reflation are supportive of continued gains. Supply will also have a hard time catching up as underinvestment begins to bite. Are we seeing a repeat of the 1970’s monetary and inflationary ...
From Zoe Phin’s blog: Is anyone curious to know what the global snowfall trend was in this era of “extreme” global warming? I was. Luckily NASA covertly provides us with all the necessary data to figure this out. I downloaded ...
The jobs report was weak this week as more and more businesses are complaining that they are having a hard time attracting employees back to work. It seems that sitting at home and collecting all the government pandemic relief benefits ...
“People are always asking me where is the outlook good, but that’s the wrong question. The right question is: ‘Where is the outlook most miserable?’” – Sir John Templeton “If people around you try to discourage you from taking a ...
This week Sprott Asset Management announced they cut a deal with Uranium Participation Corp. to convert UPC into the Sprott Uranium Trust which will trade in both the US and Canada. This will allow money to flow directly into the ...