Time for a Uranium update. We'll start with our call to get back into GLO at the bottom. Have yet to receive any apologies for our 'foolish' attempt at "catching the falling knife" despite calling tops/bottoms being our MO that we do better than anyone.
A Uranium 🧵
@jeffreytucker The healthy fund the sick. Stop loss insurance is real insurance and they (we) would select out of the current ponzi, leaving it wildly underfunded. Medical industrial complex would see non life threatening utilization plummet (where they can grab overpriced fees).
$TMC is a company I've wanted since the IPO. Frank Giustra's baby.
I've always thought it had pretty amazing potential, if things worked out. It's a speculative play and a lot has to go right, but the potential is massive.
I stayed out because shortly after the IPO, Wall Street Bets got involved and made the stock a volatility nightmare, and charts were therefore worthless. With all of the options trading, it was a bad idea to get mixed up with it. Ended up being the right call, back then.
It got as low as 54 cents, and I never bought any. I knew I should have been accumulating down there, and didn't. That WSB facet just stuck with me I guess, and kept me out. Kicking myself now. It was up 44% today, now at $3.69. And look at the volume.
Trump could give this company some legs to walk on. I'm willing to chase, but I need to see some follow-through. It's something I want exposure to, and in the long-run if it does end up working out then the upside is massive.
Anyway, something to add to your watch list. It's officially back to the top of mine.
The problem with creating bureaucrats isn't that they are pacificists, they are. It's that they will fight to the death to see that their job never changes.
@_kruptos@DavidSchrock Any Christian that is intimidated by the 600 pages, need only read the argument "yes, Christians can be demonized" to have adequate motivation to finish it. But, if you can, hang on to those metal CDs.
If I had to guess…
I’d predict that the White House will announce a 45-90 day delay in the tariffs. Big fucking face ripping bounce coming.
They will say that they are swamped with requests from nearly every nation in the world to negotiate a complete elimination of tariffs so they are willing to delay the implementation of their reciprocal tariffs to allow these negotiations to take place.
So I would be a buyer. No way they can let this free fall continue.. cause all the bankers know if they do we are going to a very dark place.
But, if the plan is to have bank failures and riots, then impose martial law and move to a police state… well then that’s an option too :)