Stocks

Still the Greatest Trade of Our Lifetime?

In June we discussed the investment thesis for uranium noting that several analysts have called it the “greatest trade of our lifetime”. Since then uranium stocks have exploded and we take another look at the reasons why this is suddenly the case.

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Two Trades for the EV Revolution

But although EV market penetration is miniscule, regulatory pressures, advances in battery technology and massive capital spending by auto manufacturers indicates that in the next decade the world will make an inexorable shift away from the polluting and expensive ICE engine. 

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Is Gold About to Drop Hard?

The sudden collapse in Gold at the start of week’s trade may be signalling that US monetary policy will begin to tighten into the second half of the year as the Fed begins to taper its ultra easing stance in light of consistently strong US economic data.

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Are We Topping Out?

Price action stalls at all time highs Delta variant causing concerns Big divergence in breadth Seasonal volatility problems Market action is decidedly negative as we

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Is Inflation About to Wreak Havoc with Dollar General?

Whether inflation is transitory or durable continues to be the debate in the markets, but the very clear fact as shown in yesterday’s CPI data is that inflation is raging right now and while investors may dismiss its impact the reality is that it’s likely to take its toll on dollar retailers even sector leaders such as Dollar General.

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The Death of Meme Stocks

The meme stock strategy predicated on the sustained and coordinated buying of some of the most worthless and heavily shorted securities in the US markets in order to generate massive explosions in price is quickly losing its luster.

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Three Ways to Trade Silver and Gold

Whether you firmly believe that the COVID fiscal and monetary response is about to unleash a tidal wave of inflation or simply want to have some tail risk protection for your portfolio, an allocation to precious metals is probably a wise bet.

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