Writer wannabe, Pickleballer, Investor | Core and Asymmetric trades | Long BTC and Uranium since 2020 | Options seller | Posts are not financial advice.
@OptionsOptimaX nice to see you post again. I thought I am the one of the few people who think that longer dated puts at discounted strikes is a better idea than the usual monthly atm put selling strategy.
Rick Rule: This energy crisis will be widely bullish for uranium in the long run
The Japanese nuclear fleet, the 2nd largest in the world, was constructed as a result of the painful experience of the Arab oil embargo in 1973.
Currently, they run 15 of their 41 reactors, expect the reactivation schedule to increase.
The current energy crisis will have a similar effect, as uranium’s extremely high energy density allows countries to store years’ worth of energy supply with relative ease - making it the best strategic energy source
- Japan runs 15 of their 41 reactors – expect increased reactivations
- Uranium is already in deficit
- Available supplies at cheap prices are quickly running out
- The pace of new plant construction will be red hot
Uranium is the winner of the current energy crisis
In 1973, the oil embargo lasted 5m & caused a decade of stagflation. The world was not globalized & things were sourced locally.
1) Today the ENERGY CONTENT of products around you is much much higher than 1973.
2) The West has too much DEBT so impossible to fight stagflation.
Bitcoin used to be the first risk asset to get nuked on geopolitical conflict: not any more, in fact it is outperforming gold since the start of the war. Regime shift?
Stanley Druckenmiller, who has relied heavily on technical analysis during his career, recently said:
“I can unequivocally tell you that technical analysis is about 20% as effective today as it was 30 years ago, because no one was using it. But when everybody’s using it, it doesn’t work anymore because you don’t have a unique thing to act against.”
If even Druckenmiller says this, it reinforces a simple idea:
What really matters is buying great companies and avoiding overpaying for them.
As Peter Lynch used to say, in the long run the price of a stock will follow the company’s economic results — regardless of the “drawings” on a chart.
“If charts could really predict the future, technical analysts would all be billionaires.”
Technical analysis is more of a distraction than anything else.
The real edge isn’t drawing lines.
It’s understanding businesses.
$2.7 BILLION to boost uranium enrichment:
Thanks to @POTUS, this historic investment will help restore a secure domestic nuclear fuel supply chain—strengthening American security and prosperity. https://t.co/iU8iF4OzPh
🎆2026 is off to a glorious start for investors in #Uranium#mining#stocks⏫⚛️⛏️😊 boosted by an accelerating global #Nuclear Renaissance that's expected to send #U3O8 demand & prices soaring this year.💲🌟Wishing all of U a great weekend as we blast into this New Year!💥🍾🥂🤠