Q2 hedge fund letters, conference, scoops etc
A forgotten sector comes to life
Miners decline relative to gold as investors give up on poor capital allocation by managers who paid high prices at the top of the last cycle 2007/2011. But that has changed as the sector has been starved of capital for years. Go where they ain’t.
A forgotten miner in an opaque market (Uranium). Eventually, the market MUST turn. An investor has to have a very (five years at least) timeframe for this market.
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https://saifedean.com/the-academy/
