DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Kupperman - 2 it's - 2 Harris Kupperman isn't - 1 I'm - 1 Wall - 1 Valaris - 1 Harris Kupperman - 1 I've - 1
Top related locs:
Tidewater Saudi Arabia Kazakhstan Uzbekistan Russia Ukraine
Top related orgs:
Praetorian Capital Management - 2 Uranium Trust Fund - 2 Praetorian - 1 Fund - 1 US - 1 Valaris - 1 Tidewater - 1 Energy - 1

Search resuls for: "Uranium Trust Fund"


2 mentions found


☆ 'There's a lot of things that can go wrong': A market-beating hedge fund manager shares how he's preparing for chaos in 2024 — and explains why uranium will continue to soar
  + stars: | 2023-11-10 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
Prepare for volatility and chaos in 2024Kupperman's confidence in his hedge fund is inversely related to his outlook for the economy. "Recent geopolitical events, along with the collapse of bonds in many developed markets, seem likely to lead to an increase in overall market volatility," Kupperman wrote in his letter. If he's right about inflation, his hedge fund would be well-positioned to beat the market for a fifth consecutive year in 2024. "I do the same thing always, which is you buy cheap companies with really strong tailwinds and you hold 'em through the volatility," Kupperman said. For the last 18 months, Kupperman has been convinced that the future is in two commodities: oil and uranium.
Persons: Harris Kupperman isn't, Kupperman, I'm, it's, Wall, Valaris Organizations: Praetorian, Fund, Praetorian Capital Management, US, Uranium Trust Fund, Valaris, Tidewater Locations: Tidewater
☆ 'Insanity upside potential': A hedge fund manager up 734% since the start of 2019 highlights the best investing opportunity he's ever seen — and explains why the remarkable oil rally will gain steam
  + stars: | 2023-09-19 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Renewed optimism about the economy calmed demand concerns while expectations of the largest oil production cuts since 2007 started to sap supply. Saudi Arabia and its OPEC allies refuse to boost oil production, much to the chagrin of the US. And so that's why I think it's just really, really interesting. Boosting uranium production takes years, he added, so it may take years to fix the shortage. Oil-adjacent stocks are the second-largest part of the Praetorian Capital Fund, Kupperman said.
Persons: Harris Kupperman, Kupperman, it's, I've Organizations: Energy, OPEC, Praetorian Capital Management, Capital Fund, Uranium Trust Fund, Praetorian Capital Fund, drillers, Offshore Locations: Saudi Arabia, Kazakhstan, Uzbekistan, Russia, Ukraine
0 next >>
Total: 2