Every form of energy is going through the roof. Oil, natural gas, refined products, coal – you name it, if it’s a fuel, it is going up.Except for one. Uranium prices, which caught fire in the fall and again during the first few weeks post-invasion, have taken a tumble.The spot price...
This is a Market with very few places to hide.All the favorites are getting killed. You thought you could hide in consumer staples, in big tech? Think again.With the world upside down, is it any surprise that the biggest safe haven has been the most volatile and treacherous market...
My big question with the energy transition has always been: where’s the baseload going to come from?We want to get rid of oil. Okay. Around 80% of a barrel of oil is used in transportation. If we electrify everything – EVERYTHING – you get rid of a lot of oil demand.But...
Golden Shield Resources (GSRI:CSE, 4LE0:FRA) is Leo Hathaway’s new micro-cap company--with just 28 million shares out--that holds the 100% owned Marudi Mountain asset—one that Leo believes has the potential to be a multi-million ounce gold deposit.And he is backing that up very quickly with some BIG numbers—in the first drill program he...
I want to tell you that you HAVE to short natural gas.
I want to tell you that the $8.50/mcf natural gas that we saw this week is crazy.
That the price is going to come down hard. The market is hugely backwardated--meaning prices are much lower in the months farther out on "the strip".
The easy...
As I’m sure you noticed———the world has just changed.For years now we’ve ignored the fact that Putin’s Russia is a threat. Reality has hit home. Reliance on Russia for anything important is now a major concern for every Western Country.The obvious problem is energy, but the role that Russian and...
Fertilizer stocks have been on a tear.
This is just the start of a major move. These stocks are going to have a long runway.
There multiple tailwinds behind these companies——each of which are going to be supportive for years to come.
It all starts with a problem here at home.
In the...
Gold stocks look like they might be, just maybe, on the verge of a breakout. Maybe…
Can we believe it this time?
Any breakout in gold stocks needs to be taken with a healthy dose of skepticism. We have been through this before. It has been a decade of pain.
But… this time could be...
