Episodes
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Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied.More positive nuclear energy news articles.The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?
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Missing episodes?
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Several countries have applied for BRICs membership. International flights to and from China begin to resume. I still expect higher oil prices as we progress through 2023
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Things are breaking due to rates being too high. In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem. Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?
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I had two tranches of coal producer Peabody Energy in the AIA portfolio. I discuss why I bought the shares and why I recently sold both positions for 400-600% gains.
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I give my base case for the economy and what I am looking at for the rest of the year. I caveat this by reiterating that I am not an economist. I am looking at data points that in the past have led to certain outcomes. Notably a recession.
However, keep in my mind that as new information comes in I may change my forecast and that forces me to change course with various investments. Again this is not investment advice.
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Cameco reported the largest fuel deal ever signed by the company. The deal is with the Ukraine State Energy Company.
Other discussion points This Week
-Japan reaffirms extensions to nuclear plants and commitment to nuclear energy.
-Shell's board being sued by climate activists -Duke Energy takes big impairment on sale of renewable business
-Jet fuel demand soaring as China leaves pandemic
-Investigative article on US complicity in Nordstream 2 sabotage
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In this week's video:
-Yellowcake upsizes offering from $50 to $75 million
-Sprott Junior Uranium ETF begins trading
-How much spot uranium is really out there. One trader says if he tried to buy 1 million pounds it bump Uranium's price $5/lb
-Uh oh. Cramer said to buy oil.
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Lots of news this week:
-KazAtomProm production downgraded by 4-5 million pounds in 2023
-Chile's copper production down for four years in a row.
-Biden administration kills major copper mine in Minnesota
-Chevron announces $75 billion stock buyback and increases dividend.
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One of the main ideas at AIA for 2023 is the return to normal of the Chinese economy and how this will affect oil and other commodity prices. Traffic congestion and air travel are bouncing back quickly since the CCP lifted the lockdowns on Chinese citizens. Forecasts are for up to 103 million barrels per day of oil demand by Q2 of 2023. The question is can the world produce this amount of oil?
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Although the price of uranium mining stocks did not perform well in 2022 as many uranium investors might have liked, the fundamentals in my opinion have never been better. I do not know if 2023 will be better, especially in the context of a general market bear market and tightening of liquidity. Nevertheless, I remain bullish and will add on dips.
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