@MarkMcg86123992 @adequateryan @MemdeeCapital@redstonemacro@uranium100k I suggest you don't marry your thesis too quickly. Otherwise, you will hesitate to buy back and thereby miss the boat. All asset classes appreciate while you are holding cash- a depreciating asset. Sure, you don't believe it, and that is precisely my point.
@MarkMcg86123992@redstonemacro@MemdeeCapital@uranium100k Your confidence inspired you to be 94% cash. Good for you. But there is a risk of holding too much cash as well. But if you locked in gain from last year. You are in good shape. We all have our thesis and risk profile, but that doesn't mean one is better than the other. Good Luck
@MarkMcg86123992@redstonemacro@MemdeeCapital@uranium100k Well, you have followed your thesis and moved to 94% cash. Regarding sentiment, 3x recession or a big bounce, it is an opinion until evidence points the way. Good luck to you. I hope you won't need to chase shares later.
@MarkMcg86123992@redstonemacro@MemdeeCapital@uranium100k That is why I mentioned watching the #uranium spot price for the telltale sign. Surprise news regarding supply disruption can start a sudden rally. That is what I am alluding to. Meanwhile, we are waiting for the "sentiment" to change.
@MarkMcg86123992@redstonemacro@MemdeeCapital@uranium100k#uranium spot price will be the telltale sign when the next run-up happens. Nuclear reactors worldwide don't care about disinflation; it needs uranium fuel rods to power the grid. Uranium will rally upon any sign of future supply disruption.
@MarkMcg86123992@MemdeeCapital@uranium100k I think he meant that if #uranium is to bounce hard all of a sudden, being 94% cash will put you at a disadvantage- you either chase or miss the boat. Meanwhile, the investors are riding the rocket without missing a beat.
@wuastr@UraniumCharts Nope. @UraniumCharts is NOT a messenger. Unless he knows 100% or has divine information that the 15-35% is guaranteed to happen, he is just another guy with a bearish opinion.
The imminent supply shortage should act as a metal shield to protect our positions from the volatility of the price actions. However, price volatility is unavoidable and will always be a part of our holding. Accept this fact, and we can ride the #uranium wave to its fullest! IMHO
@quakes99 I agree. As an experienced speculator, Kevin can avoid the "deer facing headlight syndrome" when facing sudden changes in fundamental dynamics. He can react in a fast market while most folks are still confused about what's happening. Speculate with what you can afford to lose.
The Dune's pain box test. Today is the buy & hold's "pain box" test. I can yell out "Pain!," but I'm not pulling my hand out (as in selling). With spot $ at $50+, #uranium equities will eventually bounce back even more furiously. In my opinion, of course.
https://t.co/kLxy8hTdcO
I am excited to ride this #uranium bull in my lifetime! When I discovered it two years ago, I knew it would be the trade of all trades for me. The ultimate game-changing trade that doesn't come often. Without thinking twice, I swing for the fences! GLTA!
@andthedaysgoby3 I think you are in a better position than most people who are even aware of the uranium story. It is better late than never. Besides, we are still in the early innings!
The #uranium rally this time around is easier for buy & hold. We have the BEST SUPPORT SYSTEM here at Twitter that did not exist before! Seem to me that a perfect storm for a sustained uptrend, backed by solid fundamentals and an unprecedented amount of capital flow, is coming!
Volatility is the lifeblood of active traders. Yet, despite frequent profitable trades, the biggest drawback is missing the boat on sudden gap-ups or parabolic runs. Hence, buy & hold is the only way to "stay on the boat" during the coming #uranium rally that has only just begun!