The Consumer is Almost Tapped Out, What Comes Next?
This year began with growing optimism that emerging markets can decouple in a year which may bring a US recession.…
Beware The Passive ETF Unwind
China’s abrupt but welcome Covid U-turn creates the best chance in many years for Asia and emerging market equities to…
The Yen Rally is Running on Borrowed Time
The interesting point about Bank of Japan governor Haruhiko Kuroda’s adjustment of yield curve control just before Christmas, jolting traders…
Why Inflation Could Overshoot to the Downside in 2023
The chart below highlights why investors have growing confidence that US inflation has peaked, which is also why monetary tightening…
Why 2% Inflation is Right Around the Corner
China has gone from closet Covid easing over the Christmas holiday to a full-scale U-turn and is now essentially pursuing…
A Conversation with Dev Randhawa, CEO of Fission 3.0
https://youtu.be/Ijjx-ku9CdU?t=5869 Why Nuclear Reactor Construction is at a Global 25-year High. China woke up and is building nuclear facilities out…
Is the Chinese Stock Market Off to the Races?
It has been a long time coming, but China has finally signaled the importance of the elderly being vaccinated. National…
A Conversation with Cory Belyk CEO of CanAlaska Uranium
https://youtu.be/Ijjx-ku9CdU?t=3829 An Overview of CanAlaska CanAlaska is a junior uranium explorer focused on the Athabasca region of northeastern Saskatchewan Canada.…
A Conversation with William Sheriff, Chairman of enCore Energy
https://youtu.be/Ijjx-ku9CdU?t=4872 The History of Encore Energy enCore energy is a second act for the management team behind uranium producer Energy…
A Conversation with Corey Dias Founder of Anfield Uranium
https://youtu.be/Ijjx-ku9CdU?t=2907 The Russian Conflict is an Opportunity for US Uranium Corey Dias, CEO and founder of Anfield Uranium sat down…