I once learnt futures trading under an ex-investment professional who was with Temasek and later in the hedge fund industry. While I adapted my style and strategy over the years, there was one valuable piece of advise that I held to heart till this day. Over lunch once, he talked about the famous macro investor … More Soros, Reflexivity & the Aussie Housing Market (Quick Thoughts)
While most people are aware of the huge rise in many commodity prices during the boom “super-cycle” that started at the turn of the millennia, there was one particular commodity that the crowd and mainstream public was unaware of (but nonetheless saw an astronomical rise in prices as well). That commodity is Uranium (U, 92). … More Time for Uranium to regain its glow?