sthan

Macro, geopolitics and culture as change accelerates. Mostly reading.

[sthan @sthan]

Richard (and amigos), the latest Loonie with Ben was outstanding. One question I keep coming back to is how Canada's ageing demographic profile changes the picture if immigration reverts to its previous trajectory. What are the economic and fiscal consequences over the next 10-15 years? I'd love to hear LL tackle the issue with a longer-range lens.

[sthan @sthan]

@graddhytrading Better chart.

[sthan @sthan]

@graddhytrading Wondering if the CRB is moving into an overdue 3 YCL which could suggest more commodity headwinds. G, what is your guidance? Thanks.

[sthan @sthan]

@nspector4 @enspector44 Thank you. Your insights are invaluable.

[sthan @sthan]

@graddhytrading G, thoughts on UROY? Perhaps too early to add?

[sthan @sthan]

The price action sure looks like the CEG/Google nuclear deal was a clear catalyst that was sold into. As you said, "I want to see some strength here very soon ...".

G, thanks for your expertise and this service!

[sthan @sthan]

@graddhytrading Graddhy, two questions: To clarify, you are indicating the 20 year BO would be above the ~32.30 level?
I am positioned overweight physical U as part of my strategy. In your view, what is likely to outperform between physical U and Miners? Thanks!

[sthan @sthan]

@graddhytrading @john_lancs Thanks for the UUUU update! Your analysis is much appreciated.

[sthan @sthan]

@graddhytrading UUUU?

[sthan @sthan]

@graddhytrading UUUU. (I have asked several times if you could update the chart.) With Energy Fuels transitioning from a traditional uranium producer into a vertically integrated Western critical-minerals and "mine-to-magnet" rare-earth platform, I am wondering if it is worth holding. Thoughts?

[sthan @sthan]

@graddhytrading Could you provide an updated UUUU chart? Thanks.

[sthan @sthan]

@graddhytrading Looking at UUUU here, is this an add?

[sthan @sthan]

@graddhytrading As always thanks for your service. What probability are you placing on a Fed hike?

[sthan @sthan]

@graddhytrading Thanks so much for your diligent posts. For clarity on UROY is the “higher low” back to the upper downward sloping blue line or the MA200? I am underweight and looking to add.

[sthan @sthan]

@graddhytrading Graddhy: thanks for the confirmation to add here. I had thought so. Appreciated!

[sthan @sthan]

@graddhytrading Graddhy, thanks for your work. One curious observation between U.U vs U.UN. U.U does not have a gap. Also the falling wedge upper line falls differently because of the May 25 red bar.

[sthan @sthan]

@graddhytrading Thanks Graddhy for this as well as your add recommendations for DNN, UROY, UUUU. What is the approx. DCL count for SRUUF?

[sthan @sthan]

@graddhytrading Graddhy - thanks for your excellent service! I am waiting for the DC decline to add SPUT. Strategy question out of curiosity. Do you recommend equal weight SPUT vs U-Miners? Me - I am overweight SPUT as a strategy.

[sthan @sthan]

@graddhytrading Graddhy, thanks for your call on AUMB. Got in at your .09 call. Huge moves already hitting a high of 1.15 yesterday. Took some profits paying for the subscription for several years! Many thanks. Curious what you think the potential upside is for AUMB?