@hkuppy
's interview with Mike Alkin from the 2023 WNA is live...
Why haven't fuel buyers seemed to care about the risk of rising uranium prices?
Charlie Munger - "Show me the incentive and I'll show you the outcome."
Watch the full interview here:
"
#Uranium
supply deficit" may no longer be a dirty word in the nuclear power industry...
But
@hkuppy
tells Mike Alkin he still doesn't see urgency from buyers
Full interview:
Read our most recent uranium blog "The Bigger Short":
Every damn day that ends with “y” has $TLT red. If only there was a free blog that had predicted such a thing when $TLT was still triple digits…🤣
@kuppyskorner
I spoke with Real Vision a few weeks back. Click to watch the episode. BTW-If you aren’t a subscriber, you’re not taking your investing seriously. It costs less than a half-decent bottle of wine and I get a great idea at least once a month...
Most people want to short in an economic crisis—but that may be the wrong call in today’s environment. Praetorian Capital founder/president Harris Kupperman (
@advincap
) reveals his process for a “long/short” approach. Watch it here:
What happens when you get "addicted" to carry trades?
Mike Alkin tells
@hkuppy
how when you combine "recency bias with no incentive to get it right..."
You get The 12 Stages of Uranium Buyer Grief
Watch the full interview here: