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Just buy the tech dip: BTC miners, that leveraged Microstrategy ETF, Intel, SMCI and JMIA. My father always buys commodities for like a decade plus! Never goes well. Smart guy overthinking!
Another informative episode, thanks John! Subscriber to the newsletter, highly recommend it. Great writeup on how inflation was tamed from 80s until today and how things will be changing in the future.
@@robertstilson9294 yup I'd say we hover to march 2020 numbers in next 6-12 months as economic Tsunami hits general markets with labour continuing to fall off cliff. Dry power huge asset right now
Went 45 % cash 30 % physical gold 25 % physical uranium in my portfolio. Bracing for impact abs huge opportunity we will see in next 12 to 18 months for having dry powder. Your information you share plus my own DD tells me this could be very sound time will tell
A lot of these UK financial companies paying 8 - 10% in dividends have announced going forward they will only increase dividends by max 2%. Not good when real inflation is probably above 20%.
There are some beautiful places in the U.S.A.. But my guess is that most people in the U.S.A. live within a fifteen mile drive to a dangerous, high crime ghetto. I'm now retired and have lived in nice areas most of my life but was always within 10 miles of rundown high crime ghettos.
John. that guy who compared China to USA has no experience.... china listed equities has always been very dodgy and the numbers are not 100% ... they have no GAAP accounting etc... which other Western countries have more decent audits... and the chinese mentality is totally different....they dont think of shareholders as a key resource but potential free money... so 40% discount ????? hmmmm i think it might be warrented until even a bigger discount
42:30 yes, commodities have less room to tank than equities, but they'll still tank in the face of recession. This isn't gonna be the 70s, its gonna be your very usual 2007 recession. Deflation ahead. No oil price shock, no 70s style recession. Either way PMs gonna do fine. Overall commodities gonna tank more though. Yes, Uranium will be an exception, U stocks won't defy markets though.
Said with such certainty & confidence. Lol. This is the consensus view. Guess what the non consensus view is: there is no stock market dip this year. The tech led bull market continues into late 26.
@@rickfool1452 Look on WSB, the consensus view is soft landing and they don't stop to buy AI. Thats retail Sentiment and pros follow that. I get your Point and i am Not net short. But I am VERY cautious Here.
Why is everyone talking about uranium most companies did 10x returns already and now coming off its peak. Now we’ll have another 10-20 year bear market. Every cycle is the same.
Sure looks that way, but we might have one run higher. Does anyone really know? I just listened to Mike Alkin say that people were calling him he's wrong. Maybe he's just wrong. Regardless, someone will be a 'bag holder'
Uranium. Someone said it is not a matter of "if"...it is a matter of when. Look at SRUUF. Market Cap $ 4.8 Billion. The tangible Book Value is $ 5.7 billion. It is verifiable. 265 million pounds on hand x $ 80 an pound. I'm trying to keep my powder dry, but when I see that ... I had to buy the dip
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One of the best global macro investment influencer. Mixing knowledge with healthy investment. Helps to be on course.
Just buy the tech dip: BTC miners, that leveraged Microstrategy ETF, Intel, SMCI and JMIA.
My father always buys commodities for like a decade plus! Never goes well. Smart guy overthinking!
The best channel on RUclips. Here since 2020
John. I’m in U for 3 years. Buying CCJ and UEC. What a deal. Diamond Hands here !
Uranium sure had the shit kicked out of it this past week.
Yep worst U "bull" market ever, would have been better putting it into the Nasdaq in 2020.
So did everything else.
@@JasonISFCameco delivered great returns over the same time frame without the risk described at 12:06.
thank you, love your input especially on geopolitics
Coppeer, Tankers and China!
You make salient points on China. A deeper dive at Podcast China Talk (a State Dept Cut Out, but still good)
Really enjoyed the AIA newsletter this month. The writing on the 40 year inflation very informative.
Another informative episode, thanks John! Subscriber to the newsletter, highly recommend it. Great writeup on how inflation was tamed from 80s until today and how things will be changing in the future.
Uranium on Barrons front page this weekend…the kiss of death.
@@robertstilson9294 yup I'd say we hover to march 2020 numbers in next 6-12 months as economic Tsunami hits general markets with labour continuing to fall off cliff. Dry power huge asset right now
Just looked - nuclear power (not uranium) - fingers X’d that is enough of a difference not to fall victim to the magazine cover curse!
Thanks John
Thanks as usual, John.
Went 45 % cash 30 % physical gold 25 % physical uranium in my portfolio. Bracing for impact abs huge opportunity we will see in next 12 to 18 months for having dry powder. Your information you share plus my own DD tells me this could be very sound time will tell
Keep cash in yen
@@sta_mano if anything I will add cash to gold bullion as this shit show goes into inning 2
@@phillipwatts7226 keep the cash as oxygen, buy stocks if market collapse no?
@@phillipwatts7226friend! I got out last week before the correction. I'll get back in if it looks good post election shenanigans season.
John, You are the G.O.A.T. !
Keep up the good work
Sunday morning routine. ☕️ & Polomny. Greetings from Belgium!
A lot of these UK financial companies paying 8 - 10% in dividends have announced going forward they will only increase dividends by max 2%. Not good when real inflation is probably above 20%.
Thanks a lot for putting up these amazing videos
Great video as usual John 👏
John is the best his tough love message to whinny investors in uranium is so perfect plus makes me laugh how to makes them accountable to themselves
Need that cold splash of water!
“This place is a dump!” Sadly, slowly, he’s correct
There are some beautiful places in the U.S.A.. But my guess is that most people in the U.S.A. live within a fifteen mile drive to a dangerous, high crime ghetto. I'm now retired and have lived in nice areas most of my life but was always within 10 miles of rundown high crime ghettos.
Good stuff. Thanks John.
Is $RIG something you've been looking at John?
The more bullish the U fundamentals get, the more the stocks go down, fkn hopeless.
Man he sounds like Eric Townsend.
Long oilers and Urnm. Holding on tightly 👍.
I'd be interested in hearing your take on Agriculturals through your Sustack (to which I'm subscribed).
Oil crashes in recessions. Like, big time. It's not that difficult to understand.
Reality check!
Did anyone notice EC eco petrol is at a 52 week low?
Looking forward to Petro's exit
There has been a trucker's strike. I added to my position today. The dividend yield is at 18% now.
@bosund7417 According to Yahoo the current dividend yield is a lot higher than that
I always tell my green friends “where are you going to get the minerals for your green tech?” They just balk at answering
Im backing up the truck on uranium stocks. Fundamentals are excellent
John. that guy who compared China to USA has no experience.... china listed equities has always been very dodgy and the numbers are not 100% ... they have no GAAP accounting etc... which other Western countries have more decent audits... and the chinese mentality is totally different....they dont think of shareholders as a key resource but potential free money... so 40% discount ????? hmmmm i think it might be warrented until even a bigger discount
NASDAQ down over 5% last week. It's started.
Yawn Polomny
Thanks again John....Who needs Jesus and religions, when people can listen to you, nobody! NOBODY!
Pure blasphemy! Your money is worthless.
42:30 yes, commodities have less room to tank than equities, but they'll still tank in the face of recession. This isn't gonna be the 70s, its gonna be your very usual 2007 recession. Deflation ahead. No oil price shock, no 70s style recession. Either way PMs gonna do fine. Overall commodities gonna tank more though. Yes, Uranium will be an exception, U stocks won't defy markets though.
Said with such certainty & confidence. Lol. This is the consensus view. Guess what the non consensus view is: there is no stock market dip this year. The tech led bull market continues into late 26.
@@rickfool1452 Look on WSB, the consensus view is soft landing and they don't stop to buy AI. Thats retail Sentiment and pros follow that.
I get your Point and i am Not net short. But I am VERY cautious Here.
Why is everyone talking about uranium most companies did 10x returns already and now coming off its peak. Now we’ll have another 10-20 year bear market. Every cycle is the same.
Sure looks that way, but we might have one run higher. Does anyone really know? I just listened to Mike Alkin say that people were calling him he's wrong. Maybe he's just wrong. Regardless, someone will be a 'bag holder'
Can someone can make a summery
Go for it.
If you learn to use AI, that’s easy.
*sumeria
Uranium. Someone said it is not a matter of "if"...it is a matter of when. Look at SRUUF. Market Cap $ 4.8 Billion. The tangible Book Value is $ 5.7 billion. It is verifiable. 265 million pounds on hand x $ 80 an pound. I'm trying to keep my powder dry, but when I see that ... I had to buy the dip
Mike Alkin quote
Thanks John.