Chopper’s changed his tune
Small caps are trading at their biggest discount to the ASX’s largest companies since 2014. With bond giants turning buyers, I’m calling a surprise small-cap renaissance into Christmas.
Latest
The M.A.D. Scramble (Part Two): Has China Already Won?
According to a famous long-dead economist, China is winning the battle for global supremacy right now. His insight on energy foreshadowed the transition from the British Empire to the Age of America. Which is why energy – and related commodities – are the key battleground in the M.A.D Scramble for global dominance. Uranium looks to be increasingly important…
Part II – Navigating the Tricks of Uranium Investing
Uranium bears are back out of their holes. Is this the time to go hunting?
Euro Exodus Accelerates
Murray and Charlie discuss whether the capitulation in resources is creating opportunities worth watching, and why keeping your nerve through the carnage could prove crucial.
The Great American Mineral Grab
America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks across Nevada, Arizona, Alaska, and Idaho’s exploration hotspots.
Navigating the Tricks of Uranium Investing
Spot uranium has consolidated above US$80/lb, and term contracts are signing higher still. So why isn’t new supply showing up?
