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There is a large flaw in the projections of 50% renewables by 2050.Take note of China and India which are the two largest coal users in the world and are
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Thread I'm going to go through a few things, I've learned about rare earths and how I plan to play them as a result.I've changed my views and positioning significantly
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ThreadCharles Ellis had the idea of the "losers game"Professional tennis is a "winners game" i.e. you win by hitting winning shotsAmateur tennis is a "loser's game" i.e. you win by
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ThreadA lot of people don't seem to grasp the bigger picture of the tanker trade.Everyone tried to play the storage story last year and got burned when it didn't materialize
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Making up a list of uranium miners with estimated time to production and at what costExclude all names currently producing like $CCJ $KAP $UUUU $URG $PEN Here is my current
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A quick run-through of my favorite uranium charts and reasoning.Big picture. The #uranium market structure lends itself to boom and bust. History will repeat itself again. Following on from the
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A history of oil with The Economist coversIt's one of the better contrarian indicatorsDrowning in OilMarch 6th, 1999 Oil = $17 barrelImpressive timing. The end of the Oil AgeOctober 25th,
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ThreadCharles Ellis had the idea of the "losers game"Professional tennis is a "winners game" i.e. you win by hitting winning shotsAmateur tennis is a "loser's game" i.e. you win by
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ThreadHad a few aha moments thanks to the work of Mike Green @profplum99 & @HorizonKinetics 1. Passive being ‘buy and hold’ is misleading as really they are actually systematic active
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