Explore Every Angle

We believe tightening uranium supply fundamentals, surging power demand, and global policy momentum are creating opportunities across the nuclear energy theme.

The growing water supply/demand imbalance will require significant investment, potentially benefitting companies throughout the clean water value chain.

Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.

Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.

Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.