Overview NexGen Energy (NXE) is an advanced stage uranium exploration company located in the prolific Athabasca basin in Saskatchewan,...

Note: This report was originally commissioned by a private client with a long-term position in McEwen Mining. Following a material news...

Background In January 2018, two US based uranium producers Ur Energy (URG, MCap $153.4 million) and Energy Fuels (UUUU, MCap $327.7...

Where do we go from here? Bull markets don’t die of old age. Clearly, something is up that is driving equities higher. I don’t know...

What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...

Originally published in TDV February 2019 issue In the TDV Trade Alert published on December 26, I recommended 5 stocks as short-term...

Originally published in TDV December 2018 issue 'Tis the time of the year when investors engage in portfolio pruning - taking tax losses...

From a recent news story: “China’s USD denominated High Yield Total Return Index is down -14.88% YTD. This is the second worst year since...

Wheaton Precious Metals started out as Silver Wheaton in 2004, pioneering a new business model in the mining space. The company does not...

Originally published in TDV October 2018 issue Idea in a nutshell: Goldcorp is releasing its Q3 results after market close today. The...

What is the interest rate? Is it something that the RBI sets, or is it something inherent to the economy? If the latter, how does it originate? These are tricky questions, but understanding this key concept is particularly important for an income investor. The interest rate of an economy is simply the price spread in the production structure. That statement seems to be economist mumbo-jumbo, but bear with me for a while and it will start to make sense. Let’s dissect it in par