THE NUCLEAR ACCELERATION

Uranium stocks are running like Usain Bolt . Since we started investing in CCJ we are up circa 100% So now what do we do? Judging by the headlines from just this week, it appears the uranium bull market is just getting going. We are adding KAP LI to our Uranium theme RE-ITERATING NUCLEAR POWER…

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Serban’s Crypto Picks: Alt Market Update, Return YTD +29%

Since the April-May $BTC crash the market has been unstable for the better part of the last 5 months; we’ve managed to close some quick profits on a few trades, but the market conditions have just not been good enough to risk too much liquidity.  Some of our initial bets taken before April/May are paying…

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BUY POSSIBLY THE MOST HATED SECTOR OUT THERE

OFFSHORE OIL: TDW US, CGG FP, RIG US and SUBC NO Is there a more hated sector? Arguably not. Fossil fuels are a dirty word, with governments and citizens alike shunning it like a venereal wart. Capital expenditure has absolutely collapsed and the entire sector is down some 90%. This while the world still gets…

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BUY ARGENTINA: More than just a great Steak

BUY PAM US and YPF US This investment takes advantage of a developing situation in the Argentinian equity market – a market that is totally off the radar screen for 99.9% of investors. Political reforms and a long term bull market in commodities could propel equity markets significantly higher. At worst we see limited downside…

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Serban’s Crypto Picks: Trading call – BUY $BEL

We’re going for a quick trade on $BEL. Short term it’s looking good for a buy at $1.91; in these uncertain market conditions we’ll set a tight SL at $1.71, but also a solid TP potential at $2.58. What Is Bella Protocol (BEL)? (Source Coinmarketmap.com) Bella Protocol is a platform that provides a suite of…

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BUY Daimler into the Trucking Spin off VS SHORT BMW

*We see DAI as an attractive BUY with a pt of EUR 97 implying a 17% upside – we would hedge it with a short in BMW which therefore should provide us with a nice low volatility long/short trade *UBS released a comprehensive note today where they upgrade DAI GY to Buy with a price…

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Monaco Alpha: MKT VIEW

-I don’t think things are as bad as people are saying -Rates move is healthy given curves steepening in general but it all just happened a bit too quickly -Just got to deal with a bit of inflation -China is the black box but IMO will not explode. -Whatever the outcome there it will take…

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VIV FP / UMG – Buy VIV FP on Tuesday and UMG over the first 3 days – Spin clears path for value creation, +37% upside from current price

*We expect index selling on Tuesday to create a good entry point in VIV – along with investors who only are looking for UMG exposure to sell down *UMG will also have index selling pressure on the first day of trading which we will also look to use for an entry point *Withholding tax makes…

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