Cycle Investor

@MyLatinLife Have any top ideas?

You could learn a language 100% online, without ever visiting the country. People think you need full immersion, but you don't. Think about everyone you've met, locals that learned English without ever traveling to an English speaking country. Just learn online!

@derekquick1 “S&P crashed -48% over 2 years Uranium ran up 500% from 1973 lows” I assume this was ‘physical’ #uranium returns. Does anybody know how the U miners performed in the 1970s?

A Uranium & Nuclear Energy stock squeeze like the 1970s is coming, $200+ uranium why? history rhymes. -Record oil gold prices but Uranium outperformed 600% -Big oil started mining uranium in the 70s & they profited from it long term -Dogecoin market cap is larger than the U.S. uranium producers combined -Nvidia is getting into Nuclear power because of their bottleneck $5 T MC -AI data centers driving massive power demand 50 GW or 50 new Houston cities -Datac enters 50% of planned capacity are likely delayed because of energy -Uranium designated a U.S. critical mineral -85 million lb deficit from AI reactor demand for the future -U.S. Defense Production Act being used for nuclear fuel supply chain -China currently building 50 nuclear reactors, 7 coming online this year U.S. built 55 in the 1970s in < 10 years -Global nuclear build out accelerating 70+ reactors under construction 400 operational 300+ permitting -U.S. Nuclear / Uranium Renaissance -Stagflation-type environment risk -S&P crashed -48% over 2 years Uranium ran up 500% from 1973 lows. -AI race becoming a national security priority -Global energy insecurity & Energy crisis -Russia Uranium ban effect 2027- supply risk via conversion, enrichment -SMRs + HALEU demand & technology surge dozens of SMRS pending permits -$4.3B U.S. push for domestic enrichment -AI arms & Space race = national security priority -Years of underinvestment in uranium mining long mine lead times 5 -10+ years -Long mine lead times, supply can’t respond quickly -Utilities re-entering long-term contracting cycle - Largest producers cutting output/Supply Constraints -U.S. pushing to fast-track nuclear & uranium permitting -U.S. Government working directly with industry to secure domestic uranium, conversion, enrichment -Push for streamlined NRC licensing for reactors & fuel facilities -Existing permitted projects being pressured to move into production faster -Recognition that permitting alone isn’t enough, pricing must rise to incentivize supply - Largest Uranium producer Kazatomprom reducing or constraining output -Limited conversion & enrichment capacity globally -U.S. starting from a very low domestic production base -Bottlenecks across the entire fuel cycle -Forward curve pricing higher uranium prices -Fuel cycle prices rising conversion, enrichment, SWU -Physical uranium market remains illiquid & opaque -No fast supply response to demand spikes -Energy security are becoming a global priority from Geopolitical risk & supply fragmentation I will be making some more deep dive videos as I have in the past, you can still watch the hundreds I made on the thesis since 2020 on Uranium & Nuclear.

@AntonioTweets2 @OGAngelsNorth Is this supposed to be ‘only’ for moving to the US? What about Canadians who move to any other country?

Canada is panicking. Professionals are leaving. Revenue base shrinking. So they're floating a $500K fine for any Canadian professional who wants to come to the US on a TN visa.

@derekquick1 @PhuketPotato @quakes99 What segment of the #nuclear and #uranium space do you feel will outperform the others? Most bullish on the U miners, the fuel cycle players, or the reactor cos?

@PhuketPotato @quakes99 Nobody knows whats coming ;)

Do you want me to make daily Uranium & nuclear energy videos again? The recent news is so bullish I can't contain it anymore ;p Back in 2020 the entire sector was a few billion so few could invest. Now that has changed. @quakes99 put in the work too! #uranium

@MarkJCarney The weather is getting warmer? It’s bloody snowing in Saskatoon ‘right now’.

The weather is getting warmer, which means Canadians are getting excited for their summer plans.    If you’re looking for your next adventure — the Canada Strong Pass comes back this June, with free Parks Canada admission and more discounted experiences across the country.

@jsblokland “To own assets that cannot be printed, diluted, or issued at will” But also, own assets that are absolutely critical for the modern world to function, where a supply/demand imbalance exists. #Silver and #copper certainly fit the bill, but the granddaddy of them all is #uranium.

My investment thesis is pretty straightforward. First, we have to acknowledge that we live in a debt-driven economic system, which means that debt sustainability, not inflation, not GDP growth, but debt sustainability, is the crucial objective. Once you understand that, you also understand why central banks have acted the way they did. Debt sustainability requires structurally low interest rates and higher inflation. Believing that governments in aging societies will meaningfully reduce budget deficits and bring debt levels down is simply naive. Low interest rates and higher inflation are the death of pensions, savings, bonds, and the traditional 60/40 portfolio, which has become hopelessly outdated. How do you fix that? It is actually quite simple. When inflation, money, and debt are abundant, you want to store value in things that are scarce. Classic Ferraris, Van Gogh paintings, fine wine, you name it. Even better, scarce financial assets such as gold and bitcoin. Will the debt-driven system collapse? Not necessarily. What if the real adjustment is different? What if the value of gold and bitcoin rises exponentially relative to the "value" of money and debt? For thousands of years, societies functioned with money backed by gold and silver, backed by real value. How will this Great Rebalancing happen? Just look at the total lack of protection against fiscal dominance, low interest rates, and higher inflation, in virtually every investment portfolio on the planet. Endowments, family offices, financial advisors, insurers, pension funds, and sovereign wealth funds still overwhelmingly hold stocks and bonds. And yes, private equity and private debt are still equity and debt too, and frankly, often the less attractive versions today. I presented at a great event yesterday, and people understand this surprisingly quickly. Once you show them the hard, objective data, there is no denying that we are living in a regime of fiscal dominance. Yet most investors still refuse to act on it. That is exactly why I launched the Blokland Smart Multi-Asset Fund. No cash, no bonds, just scarce assets.

@roamtheplanet0 @roamtheplanet0, where in Chile is this please?

Chile 🇨🇱

@MyLatinLife @MyLatinLife is that O Gaúcho? Trying to decide where to go for dinner…

These buffet spots in Paraguay are unreal. Costs like $20 for all you can eat

@TBirdV Equity raise coming in 3…2…1…

Still no official news. $FFU #Uranium

@lucaschaser Where in Paraguay is this supposed to hit? Anywhere near Asuncion?

MCS in Paraguay right now. It appears we have a mesovortex forming. Attention to our friends in Paraguay. previsaomasters.com/ao-vivo-2

@globeandmail So, is Mélanie Joly a white supremacist now? I seem to remember a few years back an issue with that hand gesture…

Ottawa unveils $25-million to boost advanced manufacturing theglobeandmail.com/business/artic…

Bill Sheriff right now… $EU @enCoreEnergy_EU #uranium

@FoodProfessor @threadreaderapp please unroll

Prime Minister Carney’s message today was largely expected. The warning signs have been there for months, especially as he increased his international travel. We’ve also reached this point because he has not delivered on his key promise to secure a deal with the United States—a commitment that was both economically important and politically central. In that context, suggesting that the United States is no longer an ally is, quite frankly, hard to believe. What we’re now seeing is a clear weakening of CUSMA as a reliable trade framework. The possibility of a direct deal between the United States and Mexico—leaving Canada on the sidelines—is no longer far-fetched. That would be a major shift for how trade works in North America. For the agri-food sector, the risks are real. About 75% of Canada’s agri-food exports go to the United States. That has worked well for years, but it also means we are highly exposed. Diversifying sounds good in theory, but in practice it takes time, money, and new infrastructure. In the meantime, farmers, processors, and distributors would feel the pressure through tighter margins. In food, geography matters. You can’t move farmland. What we produce has to be shipped, and the farther the customer, the higher the cost. That makes us less competitive. On logistics and supply chains, Canada still trails several G20 countries. PM Carney's use of “forward guidance” is really about preparing Canadians for what’s ahead, and perhaps shifting blame. But make no mistake, Canada’s position is weakening. This isn’t really about opinions—it’s about reality. The real test will be how Canadian households, especially the middle class, handle the pressure. The adjustment is coming. The only question is who will bear the cost.

@jasonjamesbnn @threadreaderapp please unroll

And here we go. Right on time. Mark Carney addresses Canada shortly after bribing his way to a majority government. The message is more of the same: America is dangerous, Canada must seek new partners. He calls it Canada Strong. He even evokes the War of 1812 in comparison to Canada's current "struggle" against Trump. But there are a few big problems with his whole Canada Strong plan—or as I like to call it, "Elbows Upper." First, Canada has never been a sovereign nation. We were established as a British colony. As Britain's global influence faded after World War II, we attached ourselves to the United States who was now the new superpower, but stayed a member of the Commonwealth to hedge our bets in case the US experiment ever failed. We are and always have been a beneficiary nation who attaches itself to whatever new powers arise. We're doing it now with China, and that's the entire reason Mark Carney was installed as Liberal leader and later as our Prime Minister. The global elites believe China is the future, and now Mark Carney has arrived as an agent of the elites to attach the Canadian parasite to a new host. Second, the United States buys over 80% of our exports, and the reason for that is simple: BECAUSE WE SHARE A BORDER. This means transport costs are almost non-existent, not to mention the fact that we share an almost identical culture. This idea that we can simply leave our trade relationship with the US in favor of the EU and China is INSANE. The EU and China don't buy anything from us, and do you know why? BECAUSE WE ARE SEPARATED BY THOUSANDS OF MILES OF OCEAN. China can export its goods to the world at a low price because their economy is built around slave labor. Canada's isn't. So who in Europe is going to buy Canadian manufactured products that cost 10 - 100x more than products manufactured in China? NOBODY. Do you know why Europe buys oil and gas from Russia? Not because they love Putin. It's because Russia is right next door. It costs them nothing to move the oil and gas around Europe. Do you know why China buys oil and gas from Iran? IT'S FOR THE EXACT SAME REASON. Whether you like the United States or not, it doesn't matter. We are chained to them geographically. We have to trade with them in order for Canada to maintain some form of economic viability. We need the American military to defend us. We have been too careless for too long and we won't survive without them. The tariffs could have been avoided. The requests from the Trump administration were clear and reasonable. But Canada can't clean itself up because it's been so thoroughly corrupted, to begin that process would expose the rot. Canada can't purge China from our country because China owns us and Carney and the Liberals and Carney's finance pals in Toronto and Montreal. So this is what we have now: an unelected government steering us away from our own best interests and into the communo-fascist abyss. Elbows up, retards.

@hispanicnomad What grocery store in Asuncion do you go to or recommend?

What $1,500/month actually looks like in Asunción 👇 🏠 Rent: modern 1BR apartment, good neighborhood, fast wifi included: $500 🥩 Food: groceries including actual beef, wine, fresh vegetables: $200 🍽️ Eating out: 3 - 4 times a week at decent restaurants: $150 🏋️ Gym or boxing membership: $40 📱 Phone plan with data: $15 🚗 Transport: Uber everywhere, no car needed: $80 ☕ Coffee shop working sessions: $50 🎭 Going out, weekend activities, miscellaneous: $150 💊 Private health insurance: $80 Total: ~$1,265 What you have left: $235 of pure savings on a $1,500 income What this life looks like: eating well, training, going out, working from cafés, building savings What this same $1,500 looks like in London: rent plus bills, nothing else, mild panic The numbers are the same... but the life is completely different

Feel free to do that at your earliest convenience… #uranium

@GrizzieL @Stromens Do you need to have a profession to get TR? What if you’re retired?

This is simple: if when you applied for TR, you declared you’re astronaut, but two years later, you have no diploma to prove this, you pay a fine of Gs 224,000 to change your profession. That’s it. We always tell our clients to be careful and be truthful about their profession to avoid later issues.

🇵🇾 Paraguay Update on PR The government’s new investment thresholds: 💵 $200,000 invested in real estate or the local stock market-to support local industry 🏨 $150,000 invested in the tourism sector Py gov wants this sector to boom, and early investors stand to benefit the most. 🌎 🔑We are waiting for more info on: 1) whether families or couples can benefit from a single 200 K investment 2) if existing TR’s can swap to PR’s after investment

Hmm, how could China help push America faster into the #nuclear renaissance? 🤔 #uranium

#Uranium investors Boss Energy cuts FY26 guidance after fresh rain delays Honeymoon recovery capitalbrief.com/briefing/boss-…