Why the U.S. Dollar Is Falling Under Trump’s Second Term
“Our currency is too strong and it’s killing us.”─ President Donald J. TrumpUpon the election of Donald Trump as President in November 2024, the U.S. dollar soared in value relative to most currencies. Much like U.S. equity investors, currency traders perceived...
Navigating the New Economic Order: Investing in a Time of Transition
“The old world is dying, and the new world struggles to be born: now is the time of monsters.” ─ Antonio Gramsci, Italian Philosopher and PoliticianDuring a different period of profound upheaval, Antonio Gramsci wasn’t talking about markets a century ago, but his...
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...