Daniel says the uranium market took a beating due to a new W.N.A report. The takeaway from that report is that they are showing a deficit around 2025. We see a 10 to 15 million pound deficit around 2020. The market is getting very tight and could quickly enter into deficit. Price is unlikely to […]

Anthony discusses how the electric vehicle market is growing. China and India are moving towards electric vehicles in part to reduce air pollution. Many other countries and corporations are getting on board. Electric cars will greatly influence the energy markets. There is tremendous opportunity to make money in this space, but there are timelines. The […]

George thinks the uranium price hovering around $21 means that there is currently enough supply to meet demand in the market. At least for the next couple of years. Sooner or later the utilities will need to start contracting which will drive the stock price. Eventually, the price will have to come up. Vanadium is […]

Cameron thinks the recent run-up in price has been long overdue. He thinks the copper price will go higher and stay there for longer and that demand will continue to be robust. The demand-supply balance is finely tuned, and the sector has been spoiled for some years with no supply disruptions. He says there is […]

Peter discusses the debt ceiling saying, “We blew through 20 trillion in national debt. The debt is not good for the dollar especially with the Treasury Secretary threatening Korea and China. China is our biggest creditor, and many countries are questioning the dollar arrangement.” The dollar has been weak this year which is a significant […]

Doug discusses the commodity markets and why the most important thing is what they do cyclically. Most commodities are down 50% since 2011 and the dollar has lost 20%. Commodities remain quite cheap, particularly gold, silver, and copper. He discusses Junior miners and why now is a good time to get into these markets. Doug […]

David discusses the volatility in the market and the reasons for a coming decline. A fight over the budget, tax cuts, or the debt ceiling could create further problems. The technical foundations of the market have been crumbling in recent months. Gold is doing well although a bigger rally has not happened since the general […]

David is excited about the future of silver, “I have a lot tied to this sector. I’ve always felt that the highest calling you can have is to live your passion. You can be self-serving and serve others at the same time.” David discusses the gold-silver ratio and why it is very favorable for silver. […]

Adrian says gold was my very first investment and I’ve always had a real interest in it from an Austrian economics perspective and in the entrepreneurial model. He is very bullish on gold. This year you’ve seen gold swing up and down several times, each time we have gone higher and had higher lows. This […]

Matt thinks we were in a consolidation period of this bull market for the past year. He doesn’t see much downside from here. It’s been a relatively healthy period for investors to get into the market. We are more likely to reach 1400 than to see 1200 again. There is a lot of activity and […]