Insights

Uranium Miners Lead Market Higher

Uranium Miners Lead Market Higher

Thus far in 2024, the uranium spot price has stabilized between $85 to $95 per pound after a significant 88.54% increase in 2023. This phase indicates a healthy correction within a bullish market cycle. Uranium miners have shown improved performance, catching up to gains in the spot price. 

Insights tagged: John Hathaway

What Does the Gold Price Breakout Mean?

What Does the Gold Price Breakout Mean?

The breakout in gold prices since February has been largely ignored by mainstream investors. Gold bullion’s breakout is significant in that it represents the positive resolution of a three-year standoff, consolidation, or tug of war between bulls and bears. The indifference of investors in Western capital markets suggests to us that there is significant potential for further upside.

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Gold Mining Stocks, A Clear and Compelling Investment Case

Gold Mining Stocks, A Clear and Compelling Investment Case

We firmly believe that the investment case for gold mining equities is clear and compelling, grounded in both value analysis and situational factors. A primary challenge is having the patience to wait for investors to discover the attraction. In our view, investing in gold equities is an asymmetric proposition of minimal downside offset by outsized upside potential. 

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Super Terrific Happy Hour Ep. 21: Return of the Doyen

Super Terrific Happy Hour Ep. 21: Return of the Doyen

Stephanie Pomboy and Grant Williams, hosts of the popular podcast Super Terrific Happy Hour, interview a true legend of the precious metals industry, John Hathaway. John explains where he feels the world’s central banks currently stand on gold, analyzes the relationship between both real interest rates and the U.S. fiscal situation as they pertain to precious metals prices and discusses their potential impact on the price as we move into 2024.

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Gold and the Debt Bubble

Gold and the Debt Bubble

Despite recent weakness in gold and precious metals stocks, we believe gold may be poised for stronger performance in the coming months. The Federal Reserve's "higher for longer" stance on interest rates is unsustainable and could lead to a general credit deflation and a recession. Trouble is brewing in the banking system and the labor market, which could further support a rise in gold prices.

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Gold vs. Gold Stocks, An Unresolved Incongruity

Gold vs. Gold Stocks, An Unresolved Incongruity

Gold mining stocks are inextricably connected to the price behavior of gold bullion. Yet their recent response to the gold bull market has been disappointing. If gold should rise above the psychological $2,000 threshold, this may provide a strong catalyst for gold mining stocks. 

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Is My Money Safe?

Is My Money Safe?

Let it be said here that the financial media at best pays only lip service to the thought: there is likely no safer asset than physical gold. The yellow metal has no counterparty risk (unlike all other financial instruments including bank deposits and government bonds), is highly liquid and has an unbroken record of retaining value in absolute terms and relative to financial assets.

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Connecting a Few Dots

Connecting a Few Dots

Gold was an effective hedge in 2022, returning -0.28% for the bear market year. The yellow metal outperformed the S&P 500 Index, which declined 18.11%. Gold mining equities also outpaced the S&P 500. Looking ahead, we believe investors willing to seize the opportunity presented by inexpensive, unloved gold mining equities, will have the potential to reap substantial benefits from breaking the ranks of groupthink.

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The Dollar, Safe Haven or Leaky Lifeboat?

The Dollar, Safe Haven or Leaky Lifeboat?

The parabolic rise in the dollar contains the seeds of its own demise. The kiss of death, as for all overcrowded trades, is that it has become front page news. Dollar strength is a mirage, the reverse image of the flaw inherent in all paper currencies. The fatal flaw is that they are the ever increasing issuance of fiscal decay. The façade of dollar strength foretells a comeuppance for all currencies in the form of a steep devaluation in terms of gold.

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Inflation, No Quick Fix

Inflation, No Quick Fix

If the Fed is to abandon the practice of inflating financial assets, which would represent a secular shift in direction, substantial deflation lies ahead from which the purchasing power of gold is expected increase in real terms. If there is a return to business as usual, i.e., papering over policy mistakes, we believe that the gold price has the potential to rise to all-time highs in nominal terms.

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Video - John Hathaway & Ted Oakley: Gold Outlook, Inflation & Bullion vs. Miners

Video - John Hathaway & Ted Oakley: Gold Outlook, Inflation & Bullion vs. Miners

Ted Oakley of Oxbow Advisors interviews Sprott's John Hathaway on the gold bullion and gold equities markets. Oakley and Hathaway discuss why investors should consider adding gold to their investment portfolios and explore how gold affects portfolio diversification.

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Putin’s Gambit

Putin’s Gambit

The price of gold has been treading water for 10 years while the investment fundamentals have improved dramatically. That is why, in our opinion, significant upside lies ahead for gold and related equities. Putin’s war introduces yet an additional reason to stoke investment demand for the yellow metal. It is not only war in the kinetic sense, but the reserve currency and cyber aspects that have far-reaching implications for gold. 

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Super Terrific Happy Hour Ep. 14: John Hathaway

Super Terrific Happy Hour Ep. 14: John Hathaway

Stephanie Pomboy and Grant Williams, hosts of the popular podcast Super Terrific Happy Hour, interview a true legend of the precious metals industry, John Hathaway of Sprott Asset Management. The three discuss the Fed, inflation, the financial markets and the outlook for gold bullion and gold stocks. 

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Waiting for the Pivot

Waiting for the Pivot

With Fed policy taking a more hawkish turn, the fire hose of liquidity that has fueled market mania is being turned off. At this moment, it appears that confidence in the Fed and attraction to gold are binary. Our view is that a position in gold offers a very favorable asymmetric risk-reward proposition on the possibility that confidence will not survive 2022.

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