Deep Value Speculator
Going over the thesis: the tin market
Tin is the commodity no investment bank, and almost no hedge- or specialist funds are talking about. I think they should.
Our first test of conviction
We have had our first (of several) correction(s) in the uranium bull market. How we deal with these decides our performance.
Choppy Waters in Uranium
This week we have experienced some of the downward moves we expect to see in a commodities bull market. I hope you have been prepared for this.
Conspiracy Theories
You do not have to believe in flat earth to believe people are conspiring to do stuff. I will have another look at conspiracy theories.
Zero to one
I use the framework from Zero to One on the Commodity sector.
Why I do not invest in Cameco at the moment
Why I have not invested in one of the best risk/return companies in the uranium sector, Cameco.
What makes a 10X bull market possible
What makes a 10X bull market possible as we have seen in the early 2000s in uranium. Is the situation similar now?
My uranium portfolio
The day is finally here. My uranium portfolio.
Did we experience our Day of Days in Uranium?
Have we experienced our Day of Days in the uranium sector?
Are people suddenly bearish on uranium?
I bring up some companies as examples for the uranium thesis and comment on the spot market activity.
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