The cost of energy is inherently linked to human prosperity.
It’s no coincidence that the steam engine, harvesting the energy from wood to power machines, kicked off the greatest growth of production and standard of living in human history.
In this Monthly Letter, we explain why the world is once again at a crossroads when it comes to the vital role energy plays in driving economic growth and technological advancement.
Many environmental fanatics focus their green dreams on inefficient and expensive wind and solar power. But the solution for not just cleaner, but exponentially more efficient power generation is already here: nuclear.
Nuclear power is already expanding globally, but the critical supply of uranium to fuel the reactors is not keeping pace.
That’s why we believe that investing in uranium today is critical to check future inflation, as more expensive energy increases the costs of everything.
But because of the mismatch in limited uranium supply versus rising demand, uranium could also prove to be quite rewarding for individual investors.
In this Letter, we go into why uranium is in short supply, and how to invest in physical uranium.
You can read the Monthly Letter below.
The Birth of Capitalism and Steam Power Most people think of exactly one thing when they think of the year 1776: the signing of the Declaration of Independence and the birth of the United States as a nation. But 1776 was actually a really big year for a couple of other reasons. First, it was…
