The Nuclear Energy Renaissance: Our Investment Thesis
“The cure for high prices is high prices. The cure for low prices is low prices.”─ James Ernest BoyleSpeculation and the Chicago Board of Trade After many years of unsustainably low prices for physical uranium, or perhaps as a reaction to these low prices, the...
Navigating Market Uncertainty During Presidential Elections
“An election is coming. Universal peace is declared, and the foxes have a sincere interest in prolonging the lives of the poultry.” ─ George Eliot These days, clients are often asking us, “What is going to happen to the stock market if Trump wins?”1 Others are asking,...
The Resurgence of Gold: Understanding Its Recent Price Increase
“Although gold and silver are not by nature money, money is by nature gold and silver.” ─ Karl Marx The author of The Communist Manifesto was not just a philosopher and political theorist; he was also an economist. In the 19th century, which is when Karl Marx was...
10 Predictions for 2024
“You can never predict how (the) market will react. You can model it. You may try to predict it, but weather and markets and risk, only God knows because only he has seen tomorrow.”─ Rakesh Jhunjhunwala We do not have a crystal ball to understand the future, and, if...
