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26.02.26 - 17:48
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"Gold For Me Is A Savings Product": Rick Rule On Debt, Oil Cycles, & Uranium′s Political Reversal (ZeroHedge)
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"Gold For Me Is A Savings Product": Rick Rule On Debt, Oil Cycles, & Uranium's Political Reversal
Last night's discussion featuring Rick Rule, Bill Fleckenstein, and Erik Townsend covered the macro landscape from hard assets to energy markets and nuclear policy.
Below are highlights from Rule's remarks. (We recommend readers listen to Fleckenstein and Townsend's full comments in the complete debate, linked at the bottom.)
Gold: “I Have No Interest In Selling”
Rule made clear he views gold not as a trade, but as monetary insurance.
Nominal yields on Treasuries offer little protection if purchasing power continues to erode.
“Owning the U.S. 10-year Treasury getting paid 4.1%, 4.2% in a currency where I think the real deterioration of the purchasing power is limping along to some number more like eight doesn't make me feel comfortable.”
Rule pointed to structural fiscal imbalances, debt, deficits, and what he estimates at roughly $120 trillion in unfunded entitlement liabil...
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25.02.26 - 18:51
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On Gold, Oil, & Uranium (ZeroHedge)
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On Gold, Oil, & Uranium
Billionaire natural resources investor Rick Rule, legendary short-seller Bill Fleckenstein, and veteran oil trader Erik Townsend join ZeroHedge this evening at 7PM ET to give their outlooks on three key commodities sectors: Gold, Oil, and Uranium.
Gold and silver have, of course, exploded in price over the last 52 weeks with gold's price almost doubling and reaching a high of over $5500.
Silver's price more than tripled at one point and now sits ($87.50) just under 3X where it sat in February of last year ($32.93).
Given the fast and intense rise, Rule recently reduced his silver position though remains long mining stocks.
Time to Rotate into Oil?
Oil on the other hand is down YoY, making it perhaps the most attractive commodity due to it being relatively cheap.
Oil stocks are Rule's number one investment position due to what he says is decades of massive underinvestment, a thesis he will expand upon this evening.
Lastly, uranium mining stocks have seen a meteoric r...
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23.02.26 - 14:01
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Union und SPD uneinig über Rückkehr zur Atomkraft (DPA-AFX)
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Die Rückkehr zur Kernkraft könnte die Koalition von Union und SPD nachhaltig belasten. Nach den ablehnenden Äußerungen von SPD-Bundesumweltminister Carsten Schneider zum Einsatz kleiner modularer Atomreaktoren unterstrich nun die CSU ihre Forderung zum Bau der kleinen Atommeiler in Deutschland. Es brauche ein klares Bekenntnis zur Technologieoffenheit und zur Grundlastfähigkeit, sagte CSU-Generalsekretär Martin Huber nach einer Sitzung des Parteivorstandes in München..
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18.02.26 - 18:06
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Big Tech Turns To Uranium As Data Center Power Demand Soars (ZeroHedge)
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Big Tech Turns To Uranium As Data Center Power Demand Soars
Big Tech is considering supporting new uranium mining projects as companies need additional reliable power capacity for their huge data center expansion, according to the top executive of Canadian uranium miner NexGen Energy.
“It's coming. You've seen it with automakers. These tech companies, they're under an obligation to ensure the hundreds of billions that they are investing in the data centres are going to be powered,” NexGen Energy's CEO Leigh Curyer said at a Melbourne Mining Club luncheon on Wednesday, as carried by Reuters.
As OilPrice reports, NexGen Energy, which is developing Canada's largest uranium project, Rook I in Saskatchewan, has held early talks with technology companies over potential financing from data center developers, Curyer said.
The uranium developer has also discussed long-term uranium supply with data center firms.
Yet, potential funding or supply deals will not involve any changes t...
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