In this week’s video I analyze and discuss the Cameco (CCJ) Q3 earnings report. The commentary on the call was bullish for the overall uranium market as it appears that spot market uranium is drying up.
I also discuss the Goehring & Rozencwajg Q3 commentary on resource markets. Bullish on copper, uranium, and oil.
They also discuss why Saudi canceled the Aramco IPO. It might be because they would have had to disclose their true oil reserves, something they have not done for forty years