Nearly 1/4 of my posts the past 6 months had uranium in the title, including “Uranium Set To Explode” 5 months ago.
No more than a few posts went by the whole year this substack has existed without my stridently bullish commentary on uranium.
Are you making a killing?
It’s early in a new year; an ideal time to review what works and what doesn’t.
What works best is positioning ahead of the herd. Check!
Now the expected parabolic advance has begun as uranium has rocketed above the key $100 level, up nearly 30% since the start of December, and up over 100% since I began ranting about buying it a year ago when launching this substack.
Consider revisiting what happened in the past:
Here’s a 25-year chart of uranium, showing what should prove to be a 15-month consolidation around $50 before an explosive move higher…
Global Uranium ETF (ARCA: URA) remains my “one and done” for the sector, and it’s now up 43% since last January.
Two additional URA positions were closed in late September.
One was up 18% in under 5 weeks, while the other gained 21% in 2 months.
Considering the latter was purchased with proceeds from a BNKU position that had just gained 31% in a few weeks, that’s a massive compounded gain for such a short holding time.
Several of the other uranium suggestions made last January, and since, are up far, far more.
The point here isn’t to focus on missed opportunity however:
I’m still occasionally adding LTBR (Lightbridge Corp.), as long as it’s below $5.00
It’s now $3.51
Soon I’ll offer ideas in the rare earths sector, thereby turning the focus back to what’s next.
Will you ride the rare earths wave?
Are you adequately positioned in precious metals?
Do you have a very clear plan for when markets tank, and will you take action? We’ll probably find out soon.
Costco’s Hottest Christmas Buy? Gold
Warehouse megaretailer Costco has been selling one-ounce bars, and its members are buying up as much as it has to sell.
As Fortune magazine put it:
"...the members-only warehouse chain has seen its 1-ounce gold bars sell out faster than discounted 170-ounce jugs of laundry detergent."
"The welfare of humanity is always the alibi of tyrants."
- Albert Camus
And of globalist fraudsters.
Only 6 Percent in the US want an EV for their Next Vehicle
Law-Abiding Americans Reject Biden's Border Invasion & Imploding Cities By Buying More Guns
ERCOT (Electric Reliability Council of Texas) Issues "Conservation Appeal" For Texans As Polar Vortex To Spark "Record-Breaking Demand"
If you buy into “green” scams promoted by profiteering professional grifter-pigs & clout brokers, you get rugged.
Nuclear is the only source of reliable, efficient, inexpensive, clean, green & animal-friendly energy that works at anything even remotely approaching a mass scale.
If it’s not energy, a commodity, or paying a high and stable dividend, I’m only looking to sell or short it for the foreseeable future.
Empire State Manufacturing Index Stunning Drop to -43.7, New Orders -49.4