The One Sector You Want To Own In 2018 (And 3 Sectors To Avoid)

Earlier in the week I wrote about one of my main themes for 2018, a rising inflation/interest rate environment. In this post I will lay out which sector I believe will do well against a backdrop of rising inflation and rising … Continued

Uranium Supply/Demand Moves Into Deficit as Stocks Surge

A powerful chart from Cantor Fitzgerald Canada Research which shows uranium (U3O8) moving into deficit which will last beyond 2030:   Notice how the deficit is projected to tremendously accelerate beginning in 2027 as supply falls off. Another graphic courtesy of UPC … Continued

This Sector is in the Early Stages of a New Bull Market

After suffering a vicious bear market for the last 5 years (down more than 80% from the 2011 cyclical peak), the junior resource sector has experienced a strikingly bullish change of character in the first few months of 2016:   … Continued

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