The Fed's Highwire Act
Balancing persistent inflation, maintaining its credibility, and managing market expectations.
Dheeraj Mahtani
50 posts
Uncovering the Uranium Market's Hidden Gems
In a recent interview with RBC Capital Markets, Grant Isaac, CFO and Executive VP at Cameco, revealed several hidden gems often overlooked by mainstream media.
Uranium Market Update - March 2024
In a world where geopolitics and technology intersect, China's nuclear expansion, U.S. policy shifts, AI's unprecedented energy demands, and the Russian factor paint a complex mosaic of the future. Is uranium the linchpin in this global narrative? Let's unpack the story.
Uranium: Navigating the Volatility
While the recent pullback may have some Uranium investors feeling jittery, I believe it's essential to keep the bigger picture in mind.
Coal: Rising from the Ashes
Contrarians made generational wealth in tobacco stocks through two decades of soaring dividends and buybacks. Today, coal mirrors tobacco’s bottom—could it stage a similar comeback?