Position Update
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Weekly Points – May 30th, 2025 – 5 Things to Know in Investing This Week – The Reshoring Issue
Maybe we should have called this The Energy Issue. President Trump is trying to cut through decades of red tape by building nuclear reactors on military bases. If you want to electrify everything and have AI datacenters without more carbon-based energy, nuclear is the only option. Do you own enough uranium? 90% of US companies … Read more
Portfolio Update
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Portfolio Update
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Macau GGR rising
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Portfolio Update
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New Nuclear
I’ve been reading and thinking a lot about nuclear power recently. There are billions of people around the world who want a higher material quality of life. That correlates almost 100% with higher energy usage. In the US, we want to electrify everything, but don’t have the energy infrastructure to support all the EVs environmentalists … Read more
Weekly Points – May 23rd, 2025 – 5 Things to Know in Investing This Week – The Government Needs a New Credit Score Issue
All eyes were on the bond market this week as the bond vigilantes arrive. Want to know what a bond vigilante is? No worries, we explain and tell you what we’re doing about them. Moody’s downgrades US Treasuries. No one cares. We all knew the US government has a debt and spending problem. Meta’s AI … Read more
Apparently You Can Get an Information Edge in the Stock Market
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An Adventure Part 4 – Big Wins and Small Losses
My second week in South Florida was all about work. It was a good week for Deep Knowledge Investing subscribers as news in a few portfolio names led to stock positions moving in our favor. Many of us have large positions in gold and Bitcoin which set multiple new highs during the week. Uranium has … Read more
