Gamma Squeezes, Mainstream Media Morons & A Case For Uranium

My latest podcast covers all of this, including why I don't even like to try and analyze macro anymore.

In my latest podcast, I expound upon several talking points I’ve put forth on my blog over the last couple of weeks.

First, I explain my reasoning for looking forward to the results of the SEC’s investigation into Bill Hwang’s Archegos. Many people have written off the investigation into the firm’s trading as an afterthought, but I talked about why I thought it may provide some interesting insight into trading in Tesla. I had previously written about this topic here:

Could The Archegos SEC Investigation Solve The Tesla Gamma Squeeze Mystery?

Then, I went on to talk about how the mainstream media dropped the ball on both the Hunter Biden laptop story and the Joe Rogan ivermectin coverage. These are two topics I had covered on my blog, writing about the Biden laptop story here:

While You Weren't Paying Attention, The Hunter Biden Laptop Story Turned Out To Be True & Zero Media Outlets Have Been Held Accountable

And the abhorrent Rogan/ivermectin coverage here:

"They Shouldn't Have Said That": CNN's Sanjay Gupta Admits Network's Rogan/Ivermectin Coverage Was Wrong

From there, I went on to discuss why I no longer try to give analysis on macro, but for my thoughts that printing money would eventually drive the country into a bad place. I had written about the pitfalls of this, and the downside of the government trying to micromanage the economy, here:

The Two Fallacies That Will Devastate The U.S. Are Playing Out Right In Front Of Our Eyes

Finally, I talked about why I am long uranium, making my case that both new entrants in to the spot market and adoption of nuclear from countries worldwide would both act as positive catalysts for the commodity. I had written about that this week here:

Uranium Is Just Getting Started: Germany, Finland, France, Poland And The UK Are All Pushing For Nuclear Power

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DISCLAIMER: 

I own URA, URNM, CCJ and have tons of uranium stocks and options. None of this is a solicitation to buy or sell securities. It is only a look into my personal opinions and portfolio. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe.

MORE DISCLAIMER:  

These are not the opinions of any of my employers, partners, or associates. I get shit wrong a lot. If I am here listing things I got right or things I think will happen in the future, note that there are likely twice as many things I got wrong over the same period of time. I’m not a financial advisor, I hold no licenses or registrations and am not qualified to give advice on anything, let alone finance or medicine. Talk to your doctor, talk to your financial advisor or your therapist. Leave me a alone and do your research elsewhere. If you can find somewhere to rate this Substack one star, please do so as to save future readers from the misery of my often wholly incorrect prognostications.