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This episode of "Resource Heads" is about the increasing uranium supply deficit, and the increasingly difficult situation in which the FED has found (brought?) itself.

The Growing Uranium Supply Deficit | Resource Heads Ep. 29

This episode of "Resource Heads" is about the increasing uranium supply deficit, and the increasingly difficult situation in which the…

5 Min Read
The jobs market seems to be in a better-than-expected shape (more jobs, less unemployment), which might be suggesting that Powell & the gang have a shot at taming inflation without crashing the economy. Aka: the mainstream media is saying they'll manage the soft(ish) landing, even though the US already had two consecutive quarters of GDP declines.

Uranium Contracting Speeds Up | Resource Heads Ep. 27

The markets went back to normal this week. That is to say, they went to running on bad news, and…

9 Min Read
In the face of the FED raising interest rates by 75 basis points and dropping forward guidance, the US entering into a recession after negative Q2 growth, new home sales (as well as pending home sales) taking a massive haircut, more jobless claims than predicted, higher-than-expected inflation in the EU, no Q2 GDP growth in Germany, higher-than-expected PCE in the US, weaker-than-expected economic activity in China, and other grim economic data; the stock market and commodities closed the week heavily in the green.

Uranium Boom Coming Soon, Says Cameco | Resource Heads Ep. 26

In the face of the FED raising interest rates by 75 basis points and dropping forward guidance, the US entering…

16 Min Read
As the European Central Bank surprised the market and raised interest rates for the first time in over a decade, the Euro gained against the dollar and that had all the dollar-denominated commodities going up.

Buy Uranium Stocks or a House? | Resource Heads Ep. 25

As the European Central Bank surprised the market and raised interest rates for the first time in over a decade,…

8 Min Read
Rick Rule being rick rule

Uranium is The Best Opportunity in Commodities Now, According to Rick Rule

If you were a retail resource investor with 10% cash in your portfolio now, where should you invest your money…

6 Min Read
Are we finally seeing some bullish news for uranium coming out of Japan? Uranium Insider says the news doesn't really matter for uranium investors.

When Will Uranium Decouple? | Resource Heads Ep. 24

Are we finally seeing some bullish news for uranium coming out of Japan? Uranium Insider says the news doesn't really…

7 Min Read
What happens in the oil sector has a direct influence on employment, housing prices, and the economic prospects for several of the cities in Norway. The downturn in 2014 is also a natural starting point for explaining the opportunity we see in the oil sector now.

Offshore Drilling & 3 Oil Stocks to Watch

What happens in the oil sector has a direct influence on employment, housing prices, and the economic prospects for several…

20 Min Read
Resource Heads #20, Quinton Hennigh, John Ciampaglia, Brandond Mcdonald, Scott

Dealing With the Uranium Crash | Resource Heads Ep. 20

Guests In this week's Resource Heads, I showed clips from my conversations with: John Ciampaglia, CEO of Sprott Asset ManagementScott,…

3 Min Read
Uranium Update & Potential Bear Theses | Resource Heads Ep. 19

Uranium Update & Potential Bear Theses | Resource Heads Ep. 19

In this week's Resource Heads, I was joined by John Ciampaglia, CEO of Sprott Asset Management, Joana Ponicka, an exploration…

3 Min Read
Neglected Neighbourhoods with Gjermund Groven. #1: Uranium

Revisiting the Uranium Investment Thesis

Is uranium still worth looking into? Is uranium still the contrarian investment? How would I invest in uranium if I…

22 Min Read

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