To manage market jitters… know what you own and why
The show must go on… Unless you fall off a 10-foot ladder while hanging Christmas lights. And then get the flu.
Take a walk on the wild side
Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley… Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. If you can find asymmetry in the risk/reward, the wait can...
A nuclear meeting of the minds
My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know. Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our views on the uranium cycle have diverged.
Get paid to be a masochist
Jacob Leedgaard went from professional poker player to full-time deep-value contrarian investor. It wasn’t such a stretch for the Dane… The contrarian approach requires a great deal of patience and risk/reward assessment…
Stories sell… but it’s the math that matters
Everyone loves a good story… but the problem with buying a story is the facts sometimes get in the way. Today I talk about why numbers matter… and the ones to pay attention to.
Why the market is getting smoked
I’m coming to you from the Nuclear Energy Institute’s Fuel Conference (NEI) in Boston. Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight.
