I believe success in the markets relies on selling overvalued assets and buying undervalued assets while remaining patient as mean reversion works its magic.
Resource markets have been in a ten year plus bear market. Supply is being reduced due to underinvestment. The CB's of the world are creating trillions in new currency units. This is the perfect setup for a bull market in resources. How can you profit?
A source with insider knowledge in
#Germany
says that they have decided to keep last 3
#nuclear
reactors operating beyond the end of this year. This is not confirmed yet but a public announcement is expected according to their source. 👇If confirmed, Yee-Haws incoming!🤠
#Uranium
Seeing lots of uranium FOMO out there. Remember these things are likely going to be volatile. Multiple 30-50% pullbacks along the way will be the norm.
Wishing everyone a Merry Christmas! It has been a blessed year considering things. Grateful for all the great people I have met and interacted with on Fintwit. Thanks for all the great ideas and thoughts. You guys have been an invaluable resource. Looking forward to 2022!
Just wrote about this in my February issue of AIA. Sentiment towards gold is horrible. All the smart people say it is a relic. Meanwhile many gold mining companies swimming in cash and restraining themselves from dumb projects and takeovers. Could surprise many in 2022.
A lot of folks asking me if it’s too late to get in on the
#uranium
bull market.
Decade-long bear markets are not resolved with a six-month bull market.
What we have here is a commodity ‘cycle’ supported by a SECULAR theme of a nuclear renaissance.
WTI over $55. Many oil stocks still not reflecting this reality. As vaccinations increase COVID stats keep getting better. Looking for a big demand spike as economies open up. Is $70-$80 possible this year? Yes.
Resource markets have been in a ten year plus bear market. Supply is being reduced due to underinvestment. The CB's of the world are creating trillions in new currency units. This is the perfect setup for a bull market in resources. How can you profit?
Bet against the premise that is wrong. Is oil and gas going away in the next few decades? I don't believe so, yet valuations are at historic lows for energy stocks. Lack of investment is setting up a huge bull market in energy.
This is absolutely EPIC.. Romanian government has closed all vaccine centres because 70% of the citizens won’t get the jab. Coercion did not work.
RESISTANCE 🔥❤️🔥
If you are financial info junkie like I am take a look at
@hkuppy
new publication, "Kuppy's Event Driven Monitor". 80 pages of various event driven situations. Great idea generator. Best of all it's free, at least for now.
Today is the 88th anniversary of the Holodomor in Ukraine. The forced starvation of 7 million people by the Bolsheviks. Most people are unaware of what happened and not taught in schools.
@gdawg54
Last time uranium was not in an actual supply deficit. Another difference is there is a bunch of new plants under construction. I think when this bull run gets going it could exceed previous old highs. We have a ton of liquidity and novice investors looking for a shiny object.
COPPER🧵redux. I live near one of the largest copper mines on earth (Kennecott Utah Copper - KUC). I helped manage a smaller copper mine for 8 years. Observation: Wind/Solar/Battery Proponents & ESG bean-counters are completely out of touch with copper mining & production.
Another busy day of
#uranium
stacking!
1.15 MILLION lbs added to the Sprott Physical Uranium Trust today!
$U.UN $U.U $SRUUF
#SPUT
#Nuclear
#U308
#lowcarbon
#ETF
For more information and disclosures, please visit
Chaos Equals Cash. Sanctions On Russia To Cause Economic Hardship In The World. AIA Weekly 3-26-22
This one got people exercised. Commenters called me delusional, a Putin stooge, flat out wrong. You decide.
@hkuppy
@Josh_Young_1
@PauloMacro
In a 100 million barrel per day market that appears to have limited spare capacity this could be a problem. We didn’t even talk about conclusion of SPR or Russian supply drop. We could be short 4-5 mbpd at some point next year. Spike well above $100. No one is expecting it.
To all my friends and colleagues that are manning operations during Christmas in power plants, refineries, offshore rigs, pipeline ops, and on board vessels transporting energy that enables the rest of us to enjoy the holidays. Much thanks and Merry Christmas!
Actionable Intelligence Alert Weekly Market Report. 1-28-23
-KazAtomProm production downgraded by 4-5 million pounds in 2023
-Chile's copper production down for four years in a row.
-Chevron announces $75 billion stock buyback and increases dividend.
This graph shows one basic thing that every
#uranium
investor should accept and be aware of - VOLATILITY.
If you want to make money on this trading you have to ignore it, be disciplined and buy on pullbacks.
On the way up there are all sorts of pullbacks, big, small, short, long
HR 4980 Legislation to require anyone flying within the US to be fully vaccinated. Turning up the heat on the frogs. “Two weeks to flatten the curve” is turning into Chinese social credit system.
@ColumbiaBugle
@vdare
And we the people have never had a referemdum on whether we want to fill the country up with low IQ third world peasants. They will then have to be supported by our tax money. The world has a bigger claim on my wealth than my own family and countrymen because feelings?
Yep, the memo went out from Blackrock, Amazon, Google, and Microsoft. The big data AI plans will not work without nuclear power. He who pays the piper calls the tune. You don’t think Jennifer Grantham thought this plan up do you?
This is exactly what
@trader_ferg
& myself touched on in my last mentor chat on Geólogo Trader. 🇦🇺
When I first looked at the uranium thesis, 7 years ago, immense AI data centre energy demand was never considered.
Now you've got big tech in favour of nuclear power for stable
"A single electric car contains more cobalt than 1,000 smartphone batteries; the blades on a single wind turbine have more plastic than 5 million smartphones; and a solar array that can power one data center uses more glass than 50 million phones."
Super article. We were there with you watching all those BNN appearances, knowing that the price collapse was setting us up for the bull market we are in today. Congrats Eric, you were truly the last man standing. It has been great to watch and learn from you.
Curious what it was like to manage an energy fund through 2020, and what the pain taught me that helped to make a record comeback in 2021? Read my heart-felt experience in my 16th column for the
@financialpost
. Disclosures:
I never understood why wearing a Che Guevara T-shirt or spouting off about communism being so great is somehow less offensive than wearing a swastika t-shirt. Communism and its adherents murdered 100 million people last century. I have not forgotten!
California Adding 5 Temporary Natural Gas Power Plants to Help Alleviate Energy Shortage.
You can avoid reality, but you cannot avoid the consequences of avoiding reality.
The average person in most countries just wants to live their life and raise their family and go about their business. Who is benefiting from these wars? War is a racket and grift that benefits the parasitical class. I hate all of them.
Cameco CEO: “The fundamentals of our business are as positive as we've seen them in over a decade." Also, $SU earnings were huge. AIA Weekly Report 10-30-21
#nuclear
#COP26
#energycrisis
Oil and gas will be with us for decades. We have been saying this for years as we saw the energy transition by government dictates was the premise that was wrong. Long hydrocarbons.
@petetherock9
@heywildrich
@SaveWhitesInZA
The reason this isnt on the news is because the media is afraid if you know the truth about black criminality you will demand that something be done. That something would be bad for....how do they say optics.