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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Earlier this month, the U.S. 10-yr. treasury yield touched 5.02%, the highest since 2007. Inflation & interest rates are expected to remain elevated. This spells trouble for the U.S. dollar. Add to that, growing geopolitical tensions [Russia / Ukraine — … Continued
Will 2023 be remembered as the year of URANIUM ?!? Given that it’s up +54% through October, it sure seems that way. Despite this impressive gain, there’s no obvious fundamental reason for it to stop climbing. Yesterday, Cameco, the world’s … Continued
Is it just me, or does it feel like the gold price is itching to move a lot higher? It’s within 4% of an all-time (nominal) high. In fact, in many currencies it’s at ATHs. That’s great news for companies … Continued
Adjusted for inflation, the silver (“Ag“) price peaked at ~$195/oz. in 1980. The last multi-yr. episode of very high inflation was from 6/30/73 to 12/31/82 when it averaged 8.95%. After 23 months above 5%, U.S. inflation is back below 4%, … Continued