Going Underweight Russia
Continuing the theme of dramatically reducing our exposure to Russia in our CEE fund, we earlier highlighted our exits from various...
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Feb 21, 2022
Nord Stream2, NATO and Putin’s Manufactured Crisis
As Russia has mounted and mobilized a nearly 200,000 strong invasion force which now encircles Ukraine on three sides, an invasion into...
Feb 15, 2022
Networking Equipment: New Cycle in Enterprise Upgrades to Finally Lift the Sector
Arista Networks (ANET) reported strong Q4/2021 financial figures with both top and bottom lines topping expectations while also providing...
Feb 10, 2022
Cameco: Capitalizing on Current Opportunity in the Uranium Space
Less availability of physical uranium from the spot market coupled with growing uncertainty of supply (most notably from Kazakhstan) has...
Feb 8, 2022
Sabina Gold & Silver: Financing Overhang Lifted, Time to Revisit the Story ?
Sabina Gold & Silver Corp. (SBB) announced a long awaited financing package earlier today which will cover the Nunavut-based Goose Mine...
Feb 6, 2022
Any Opportunities Left Amid the Chip Shortage ?
In light of AMD posting blowout quarterly earnings last week (highlighted by higher Radeon and Ryzen volume along with higher CPU ASPs),...
Feb 5, 2022
Crude at Highest Level Since 2014: Solid FCF for E&Ps
Given that fact that WTI crude oil futures last week surpassed the $90/bbl level for the first time since 2014, we remain constructive...
Feb 1, 2022
Ranking the Large Cap. Miners
From the commodity space we believe that the unprecedented levels of fiscal and monetary policies across the globe will lead to sustained...
Jan 31, 2022
The Time is Right (Once Again) For Lithium Americas
The lithium space remains hot with strong pricing underpinning solid EV fundamentals. Time to revisit our LAC trade ?
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