Dawn of a new nuclear renaissance?
(Kitco commentary) - The Sprott Physical Uranium Trust ("SPUT", TSX: U.U ($US); U.UN ($CA)) was launched just over a year ago, in July 2021. While we were optimistic about the prospects for uranium, we could not foresee the tectonic shifts in the uranium sector that followed the launch and SPUT's significant impact.
Inflation, no quick fix
(Kitco commentary) - As of this writing, gold has declined 6.52% year-to-date while gold mining equities (GDX)1 have declined 19.73% (through July 14, 2022). The S&P 500 Index2 has lost 19.81% for the same period.
Gold holds in worst first half in decades
(Kitco commentary) - June was an extremely difficult month for most asset categories and marked a first half that was one of the worst in decades. Although gold bullion1 lost ground, it remains relatively flat for the year at -1.20% YTD through June 30, 2022, while silver bullion2 has declined 13.00% YTD.
Gold Note - June 13, 2022: Risk off wild ride
(Kitco commentary) - Friday's all-around bad CPI print jolted markets out of their bear market rally and back to pricing a hard landing outcome. Risk-off breakouts are occurring everywhere (currencies, bonds, credit, equities) except in commodities, which remained spared from the general market mayhem.
Silver demand and supply trends to watch
(Kitco commentary) - In this report, we provide our current outlook for silver. Ultimately, we believe recent market dynamics are creating short-term headwinds for precious metals from a monetary standpoint, but those trends could reverse s
(Kitco commentary) - Gold has been driven by problematic inflation, prospects of a recession, excessive public and private debt, widening credit spreads.
Waiting for the pivot
(Kitco commentary) - Shrinking mine supply, robust physical demand, minuscule interest rates and the advent of problematic inflation failed to generate an advance in the gold price in 2021.
Why nuclear power plant life extensions & uprates matter
(Kitco commentary) - Research and development on small modular nuclear reactors (SMRs) is underway globally and is generating tremendous buzz. SMRs promise technological advances that address key challenges in the nuclear power generation cycle, including project size, cost, time to market and location flexibility.
Stay the course
(Kitco commentary) - It has been a few months since I last shared my perspective from my position at Sprott. Much has happened in the interim, most of it good - vaccines have allowed us to resume some sense of normalcy.
Gold correction nearing its end
(Kitco commentary) - Gold bullion lost some ground in November, closing the month at $1,775, off $8.86 from October's finish of $1,784.
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