Deep Value Speculator
Avoid spreading yourself too thin
Conviction to hold on to a trade when people come with differing opinions can not be given, it has to be earned. Mentally and financially there is a limited number of sectors I can follow at once.
Can you feel it?
I am back at it again writing about uranium after a short break. There are a lot of exciting developments that have me very optimistic for the times ahead.
Security of supply
The conflict in Ukraine is making security of supply more and more important.
Positive developments for uranium
It looks like it is time for uranium.
The Market Wizards
The Market Wizards books by Jack D. Schwager have always been great at showing that there is more than one way to make money in the markets.
Our performance is our responsibility
If you invest in a volatile sector you are responsible for your own results.
It will not be like the last time
When most people talk about a repeat of the last bull market in uranium, they are thinking in terms of expected returns. One of the biggest deciding factors for expected returns is the valuation of your investment at the time of entry.
Why do I still own gold and silver?
Why do I still hold positions in gold and silver when they are underperforming other investments?
Uranium looking at 2022
Happy New Year to everyone. 2021 is behind us, and we have 2022 ahead of us with a lot of positive factors for the uranium sector.
Can nuclear get a Messmer moment in 2022?
Can we see a Messmer moment in 2022 where more countries look to nuclear power as (at least part of) a solution for their energy needs?
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