SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: bull_dozer who wrote (199263)6/4/2023 8:07:03 PM
From: TobagoJack  Read Replies (1) | Respond to of 219763
 
am all over uranium, because it is at the same time a metal as well as energy

general guiding principle is "I do not want anything that is not energy or metal"

the recent Russian rollup of Kazakh uranium makes for a OPEC+ -esque thing, and China / Russia intending to help all of global south and themselves to uranium-power-up

might matter to pricing

longterm anti-inflationary

shorter term anti-deflationary

a possibility set