The latest installment of our Shareholder Report has just been released and this issue is filled with interesting facts and observations about global markets our investment team gathered as we traveled the world searching for opportunities. As you can see from the cover image, gold’s growing appeal to a rising middle class of citizens in [...]

  We are in the midst of a powerful rebound in our select uranium miners such as Uranerz (URZ).  The charts indicate an explosive 220% rebound since October lows.  For months we sent out reports that Uranerz will outperform as they are well funded and have already initiated construction on their Nichols Ranch In Situ [...]

As the saying goes, “every dog has its day” and global markets appear to have followed this historical trend lately as last year’s dogs became the darlings of January. Notably, small-caps, copper and junior resources stocks have climbed recently, indicating that momentum has shifted. Take a look at the small-cap Russell 2000 Index which was [...]

The Economist put together a comprehensive dateline, charting which year China overtook or will overtake the U.S., using 21 indicators of consumption, GDP or spending. It summarizes the significant milestones reached over the last decade or so, reminding us how far China has come. One significant milestone marking the road of economic growth began when [...]

As we predicted, our uranium and rare earth selections are amongst the leaders during this market rebound.  Their underlying fundamentals are strong enough on their own to propel this move.  In addition, the shorts may be running for cover here.  Lastly, the supply demand equation may be taking hold. The month of January is a [...]