10 Predictions for 2025
“In the business world, unfortunately, the rear-view mirror is always clearer than the windshield.”─ Warren BuffettThis past year was a remarkable one for the capital markets and the broader economy. Another year passed without a recession, another year passed with...
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...