#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鈥檙e trading like tech stocks right now. Still love 鈽笍 as I think it鈥檚 logically the future and the supply/demand story is enticing so I鈥檓 not positive how I鈥檓 going to proceed lol
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GIF
U sector is making lower lows. Not a good place to be. Oil and gas names are printing cash right now and are way undervalued compared to oil strip prices despite the recent run up. U's day will come but it is not 2022..I am hoping to plough my Oil profits into U stocks ltr
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Replying to @laurant_blanc
I鈥檓 with ya 馃挴.. I thought with SPUT this may be the year for 鈽笍 but it seems we may have 30-50% downside left. They鈥檒l get demolished in an actual market downside event too. I鈥檝e learned a ton (expensive lesson lol) about U companies

Jan 29, 2022 路 6:57 PM UTC

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