I am positive about uranium for 2023. In this recent article from Harris Kupperman, he reiterates his positive view on uranium and the positive catalyst that is not discussed by most analysts. On this site, I’ve previously detailed the bullish ...
I like to point out people whose investment wisdom I admire and who I have learned from. One of the best thinkers I have found recently is the guys at Smead Capital Management. I have been reading their letters and ...
A recent interview I did with Jesse Day of Commodity Culture. We discuss oil, uranium, energy, ESG. ...
Back in December, we started discussing a gradual return to normal in China as I thought the CCP would gradually over time loosen Covid lockdowns. I am not sure anyone anticipated that the government in China would just change policy ...
Via Zerohedge In a recently published science paper, Dr. Wallace Manheimer said it would be the end of modern civilisation. Writing about wind and solar power he argued it would be especially tragic “when not only will this new infrastructure fail, but ...
“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time – none, zero.” – Charlie Munger I have talked consistently about educating oneself by emulating what great investors ...