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Investment Insights. Stay Ahead.

Geopolitics

Uranium: volatile share prices should not distract from fundamental market changes
Driven by powerful geopolitical and climate related trends, nuclear energy has finally moved out from the shadow cast by Fukushima and is bringing fundamental change to the uranium sector. 
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt has seen wild price swings in the past — is this time different? Following a 60 percent gain over the past three months, the price of cobalt has pulled back from a recent high of US$25 per pound to...

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Geopolitics

Uranium: volatile share prices should not distract from fundamental market changes
Uranium: volatile share prices should not distract from fundamental market changes
Driven by powerful geopolitical and climate related trends, nuclear energy has finally moved out from the shadow cast by Fukushima and is bringing fundamental change to the uranium sector. 
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt has seen wild price swings in the past — is this time different? Following a 60 percent gain over the past three months, the price of cobalt has pulled back from a recent high of US$25 per pound to...

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Subscribe for the macro, so you can invest in the micro

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