#uranium Stan Druckenmiller once said the only thing that matters in trading is liquidity. This is not 2015 and 2018 when Fed came to the rescue. Inflation is raging..QE will turn to QT & along with rate hikes liquidity will be drained at the fastest pace. Not the time to BTD!
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Please don't listen all the pajama traders calling you to buy the bottom in Uranium. We are not anywhere close to a bottom. Fed hasn't even begun the tightening cycle. Unfortunately none of the U stocks have FCF. Use rallies like yesterday to trim your position #uranium
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Are you rolling 100% cash?
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30% of CPI index is energy (fuel and heating costs). Fund managers who thought inflation is transitory will be forced to buy oil & gas names to hedge inflation.
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I was 100% oil/gas from 2020-mid 2021 and became bullish on uranium so I moved 30% there but they’re trading like tech stocks right now. Still love ☢️ as I think it’s logically the future and the supply/demand story is enticing so I’m not positive how I’m going to proceed lol
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GIF
Unfortunately, none of the U stocks make any money below $65 for U308. All the price rise has been in anticipation of a run up in U308 prices due to SPUT. But in a year like 2022 when liquidity is expected to be scarce SPUT won't get the inflows.
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Replying to @laurant_blanc
That’s what I’ve been realizing the past few weeks/months, we’ve seen when the market is down SPUT is below premium. The fed has told us the game plan but it seems like people are just ignoring it and pretending like it’s not real? I’m very amateur but it’s a bit perplexing to me

Jan 29, 2022 · 6:50 PM UTC

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Replying to @TherealDave0h
Haha..because no one in our generation has seen a regime of increasing interest rates. Interest rates have been on a steady decline since Paul Volker raised rates to 15% o fight inflation in the 70s. Fed has conditioned a generation of traders to BTFD. This will end badly!
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Replying to @TherealDave0h
Read about the 2000 tech bubble burst and inflation in 1970s. Follow @MacroAlf and read his articles to understand why liquidity is so important. Almost all funds use borrowed money (3.0 - 4.0x their equity) to invest in stocks. What happens when thay borrowed money gets costly?
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I have been actually! I just saw that the market saw the 6th largest outflow in history. Do you have a fav OG company? I may look for a divi like $HESM or $WMB
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