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Let’s do the Math, GREAT gold and Uranium profiles
Good morning Investors! You already know that, in several contexts in recent weeks, I’ve been touching on my theme not only for markets in 2025 generally, but for the prospects of Trump 2.0 specifically: “Let’s Do the Math.”
When you remove all the political bias…preconceived notions…hopeful but unsupported opinions…and more, the fate of President Trump’s agenda, the broad economy, markets and EVERY specific commodity and asset class is ALL ABOUT THE MATH!
In the days to come you’ll be hearing ever more about this, especially as we deliver major reality checks to the many campaign promises we heard and their prospects.
For present purposes, I’m starting off an especially juicy roster for your listening and viewing edification this weekend with A FRESH DISCUSSION I had yesterday with Shad and Cory at the K.E. Report. Our math discussions here covered several issues, but focused a lot on China and macroeconomics.
That and related “math” has most industrial and battery metals in a sort of no-man’s land as we begin 2025. I’ll be picking up that discussion with them again a bit down the road.
I’ll also be putting out my own Your Money Today podcast as well shortly, too, to further discuss a lot of this: how the math will continue to affect the dollar, interest rates, the whole tariff policy debate, and a LOT more around Trump 2.0
I expressed along the way with Shad and Cory why the math supports the cases for my three favorite commodities as we start 2025: Natural gas, Uranium and Gold (Silver too, I suggested, is a kind of “3b” as it will start to get more love as gold does well.)
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Speaking of gold, my newest recommendation in that space is Tectonic Metals (TSXV-TECT; OTCQB-TETOF), which I have been getting to know better over a number of months now.
I just posted a new video interview with Co-Founder and C.E.O. Tony Reda which you can WATCH HERE or by clicking the image below.
As we discuss, there’s no shortage of microcap junior explorers out there; most of them, frankly, aren’t worth our time and money.
But it’s remarkable the many boxes Tectonic has ALREADY checked that have moved me to recommend this enticing play!
In this company with a paltry US$13 million or so market cap, you have great and proven management…strong financial backing (including from an Alaskan Native Corporation that PAID for its shares)…great location…geology…ease and low cost of eventual mining…and more.
Tectonic is definitely worthy of your consideration beyond most of their peer group, especially if you are bullish on precious metals longer-term as we are.
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Finally, for today, RIGHT HERE you will find the second of my recent visits with Scott Melbye, in this context wearing his hat as Executive V.P. of Uranium Energy Corp. (NYSEArca-UEC).
A couple weeks back as you already saw, Scott and I — in recapping “Act One” of the Uranium and Nuclear power renaissance — did all the math in describing how this sector today is every bit as bullish as it was at the low four or so years ago.
And that goes for UEC as well. Despite being up about 10-fold from the bear market low, this company–as you will see in our visit–has a LOT of runway ahead of it to regrow production from old and new sources alike in the coming several years.
You can’t do much better if you’re looking for the best-positioned pure play on uranium’s “Act Two” which we’ll be starting to enjoy in the year ahead.
All the best,
Chris Temple
Editor/Publisher
Saturday morning, January 4, 2025
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