Profit Hunting

My portfolio surged past SGD 1.2m last week, everything has been going right the past month.  The cherry on top was a the oil price shooting...

Commodities.  Supply/demand projections: Uranium (Sept 2024).  Justin Huhn shows an  updated Uranium supply model  (at 16:08).  From Cantor,...

Most of my portfolio is up nicely: Hedgeye turned bullish on China after stocks rose on stimulus  news.  They project Q4 has increasing yoy ...

Last night Hedgeye became bullish on a few remaining risk-on commodities: copper and bitcoin.  Pivoting to Quad 3  (decreasing yoy gdp growt...

What am I thinking? In the short term: after the Nikkei's  Black Monday  I was expecting more turbulence for 1 or 2 months.  Someone who...

Quick look at geopolitical events, black swans and how I'm positioned for them. This is not to make money, but to stop getting killed in...

 When I bought AEM in March I was betting there would be: An economic recovery, that would see the semiconductor industry in a up-cycle, an...