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For disclosure purposes, we are long Uranium Participation Company (U.to), Cameco (CCJ), BWX Technologies (BWXT) and Denison Mining (DNN) as of the date of this post. CNBC posted excerpts of an interview today with Bill Gates talking about how he is...Read more

There is considerable chatter about inflation coming home to roost over the next several months to years. And we have addressed the inevitabilty of price inflation for some time on this site. When the media talks inflation, what they are talking...Read more

Corn, wheat and soybeans all experienced a considerable move higher today, with corn trading limit up, as the USDA reported much lower inventories than expected. The USDA is saying several grains saw a record drop in yields. For quite some time, I...Read more

If Biden wins on Tuesday, it could have a big impact on the Estate Tax issue. Making headlines is his promise to roll back the lifetime gift exemption from its current $11.58M to $5M per individual. Granted, while this may impact the Treasury’s...Read more

This morning, CNBC posted an article titled, "Why Russia - and Putin - might be worried about a Biden presidency?" The article points out several events that have not endeared Russia to the Democratic party. I think we may need to consider flipping...Read more

Over the past couple of weeks, my capitulation signal indicator (CSI) has been going off for energy stocks. Just in the past week, we bought CVX, KYN and PBR. It also generated buys on IYE, MMP and SLB but I didn't take them but I may in the coming...Read more

I didn't watch the debate last night, yet I have read several reports stating it was quite a fiasco. I deliberately refrain from watching these events because I want to remain as unbiased as I can. While I have an obligation to my country, I feel a...Read more

The headline reads: Economist Stephen Roach issues new dollar crash warning, sees double-dip recession odds above 50%. I pay considerable attention to the USD. A cornerstone of our investment thesis is that the strength of the USD underpins every...Read more