Gathering Thoughts on the CRB, 30yr Yield and Inflation Expectations

I am aligning with other wise guys who see the bond bull getting over baked (how long ago it seems that the herds were on the exact opposite side of the boat, massively bearish bonds in H2 2018) and an inflationary outcome on the horizon. But I am being very patient because first gold has to make its signals, then silver has to wrestle leadership … Continue reading Gathering Thoughts on the CRB, 30yr Yield and Inflation Expectations

Uranium: 12 Years in the Desert (and I’m not talking yellow cake)

The after effects of the bubble labor on and on. Source: Cameco… Those giddy times when they went all in with the “original Uranium bug” AKA Dines manning the pom poms are a distant memory. I don’t think the need for nuclear power is going away and I do think the supply overhangs will go away some day. But boy it’s been 12 long years … Continue reading Uranium: 12 Years in the Desert (and I’m not talking yellow cake)