Tag: uranium

OWTW
CapEx Team

(Y)endgame

  WOULD YOU RATHER — ROUND 2 We highlighted a somewhat absurd comparison last time between NVIDIA and a smattering of Germany’s finest blue chips. Keeping with that theme, here are a few stats that are bound to really impress folk at a cocktail party (or — depending on the company

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OWTW
CapEx Team

A Blast From the Past

  NEW PODCAST WITH CHRIS MACINTOSH Chris recently sat down with Ladislas Maurice from the Wandering Investor to discuss the rapidly-changing macro landscape and what that means for folks allocating their capital. Here’s just a smattering of the topics they covered: …and much more. You can listen to the entire conversation between Chris

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Climate Change
Chris MacIntosh

Investing For The Greenwash Bubble

The clean energy revolution and its unachievable targets opens up huge opportunities for investors to protect their wealth and profit from the mass delusion of this movement

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BQP - Uranium Pricing
Podcasts
Chris MacIntosh

The Big Question Podcast: Sachem Cove

In this episode of the Big Question Podcast, we lift the lid on what can only be described as incorrect uranium pricing, how it’s transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.

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Financial Markets
Chris MacIntosh

Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words

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Global Trends
Chris MacIntosh

The Black Plague And Nuclear Energy

I wanted to share an article with you today because it explains so darn well how investment markets work… and yet it has nothing ostensibly to do with investment markets. The original can be found here. The black plague, also known as the black death, is a disease caused by

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Insider
Chris MacIntosh

12 Reasons To Be Overly Bullish On This Market

Don your hazmat suits, we’re going back in… again (3rd time real lucky). Uranium: The Beautiful Long-Term Setup The tick is clocking on the bullish setup for uranium miners. Boy, is this one asymmetric trade. The longer uranium prices stay where they are, the more capacity shut-downs will occur and

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RI Podcast
Jamie Keech

Amir Adnani On The Future Of Uranium Production In The US

“I have a very strong view that business, and building a business, is a team sport. You’re as good as your team and any smart entrepreneur will surround himself or herself with people with more experience, and with greater capabilities. I think that’s the hallmark of any good business –

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