Contents
Alex also comments on the long-term contract maturities and the uncovered demand for nuclear power generators with the insight of someone who was the main executive of the world’s second largest pure-play uranium company. When questioned as to why utilities are not taking advantage of low prices to buy more uranium, Alex clarifies how they deal with price and what actually motivates them to enter into contracts. He draws a parallel to the latest bull market and lists the factors that are influencing the current scenario. Alex Molyneux then gives his insight into the relevance of the Separative Work Units and what the price and volume dynamics of the spot and long-term market should look like from now on. When it came to KazAtomProm, Alex gave his point of view on the company’s production costs, capex, and the impact the exchange rate has on the company’s decisions. He also talked about the role KazAtomProm has as an asset to compose a uranium-focused portfolio.
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- Having the crime film in Brazilian cinema as main object of analysis, this thesis attests the term’s polissemic and variable character and the continuous presence of others contestant generic terms.
- He has a very interesting insight into the US position in the current cycle, and presents data to justify his opinion.
- Having already held various executive positions in companies in the sector, as he himself explains, he is able to have a deeper technical understanding of uranium particularities, such as operational issues, production, licensing and jurisdiction, which gives him a different approach when investing.
- When questioned about where to find yield at the moment, Marc Faber talks about the countries he follows in Asia, especially Vietnam.
Simon Mikhailovich makes a detailed analysis of the differences between the sentiment and behavior of Americans, Russians and Chinese in relation to the acquisition of gold, with a historical and political context for each. Asked if gold is the only way to protect oneself and where to keep it, Simon elaborates with a thorough explanation of the weaknesses of the global financial system, compares gold to other real assets and underlines what makes it unique when it comes to protection and practicality. Specifically on the US government borrowing and central bank actions, Mikhailovich assesses the current situation, the implications of the policies adopted, underscores the importance of the issue of trust and compares the current scenario with the latest financial crises. Asked about the importance of the price of gold, Simon Mikhailovich ponders about purchasing power, nominal and real values and cites historical examples of the commodity price relative to other assets to substantiate his view on the subject. In today’s episode, Marcelo López talked to Marc Faber, editor and publisher of the famous report Gloom Boom & Doom and a contrarian investor known for bold investment decisions in the past. Marcelo begins the conversation by asking about the behaviour of markets from December 2018 to the present.
Faber, who has almost 50 years of investment experience, talks about negative interest rates and gives his opinion on why investors would look for assets with this so unusual feature. When questioned about where to find yield at the moment, Marc Faber talks about the countries he follows in Asia, especially Vietnam. As for his expectation on the foreign exchange market, he mentions some emerging currencies and what he thinks about how the US dollar should behave in the long run.
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Tavi is a portfolio manager at Crescat Capital and he is responsible for macro research. Tavi begins by talking about his trajectory in the financial markets and tells us more about Crescat Capital, an American company that manages hedge funds. Then Tavi talks about the main topics he’s looking at right now and gives us an overview of those topics. Tavi then discusses each of the themes in more detail, exploring historical data and using Crescat’s proprietary models. He has a very interesting insight into the US position in the current cycle, and presents data to justify his opinion.
When it comes to precious metals, Tavi discusses the current scenario and outlook for the sector. Also, Tavi talks about the relationship between the US Dollar and gold, with a very different point of view from the market. Tavi also talks about China, likely future developments in that country, and what Crescat Capital is doing now. Finally, Tavi reviews his investment thesis and says what can make him change his mind about his investment positions.
When asked about how to invest in the current scenario, Fred Hickey suggests allocations that he considers sensible, given all his views at the moment, going through the issue of currency devaluation, the impact on asset inflation and the cost of living. When the subject is gold, Fred describes the recent movements in the price of the metal, which he believes is now in a new bull market. He also highlights how the participation of extremely leveraged traders affect the price of gold and he describes in detail what he characterizes as a gold transfer west to east.
We intend to examine the relationship among cinema, music and history during the silent cinema period. We will cover the production related to the movies known as “filmes cantantes” and will propose a wider thematic analysis than the one adopted by the classic historiography of the national cinema. Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions of people worldwide every day. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world’s media organizations, industry events and directly to consumers.
The Services are not specifically directed to investors who reside, are domiciled or incorporated in the Federative Republic of Brazil and should not be understood as an offer of services directed to such investors. This thesis uses the concept of film genre refusing traditional transhistorical, transcultural, essentialists and textualist approaches, but choosing to understand the genre as a discursive category socially and historically determined and located in a specific cultural context. Having the crime film in Brazilian cinema as main object of analysis, this thesis attests the term’s polissemic and variable character and the continuous presence of others contestant generic terms.
Mark also explained the cultural war being waged against nuclear energy and its impacts on the world and told us how to deal with differences of opinion in communication. When asked how wind and solar power would have supposedly gotten cheaper in recent years, while people who live in regions where there is a lot of availability of these types of energy sources end up paying more for electricity, Mark gave a surprising explanation. He demonstrated that the metric used by the sector is wrong and misleading (LCOE -levelized cost of energy) and gave a fantastic example to substantiate his point.
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As for the US-China trade war, Fleckenstein discusses his views on the issue and his expectations of a resolution for the problem. He also talks about the way Trump and next year’s US elections might impact those obstacles. Bill concludes with an analysis of risks 24Option Forex Broker Review that are not being properly priced by the market. In today’s episode, Marcelo López spoke with Anas Alhajji, a partner at Energy Outlook Advisors, as well as an internationally recognised author, speaker, researcher and specialist in the energy markets.
Paul spoke about jurisdictions that he considers interesting for carrying out asset acquisitions in the uranium mining sector, provided some details about two projects recently acquired in one of these locations and mentioned the characteristics he seeks in an M&A operation. Paul commented on his perspective regarding the expansion of nuclear energy production in the Asian giant, highlighting the technologies used, the importance of reactor standardisation and economies of scale in the process. Ma also talked about the level of uranium stock in the country, the level of prices observed today and ended by explaining the main risks he sees for the sector. In today’s episode, Marcelo López spoke with Kiyan Zandiyeh, CEO and Portfolio Manager at Sturgeon Capital, a London-based investment management company founded 15 years ago and focused on frontier markets in Central Asia and the Caucasus. Kiyan explains that the company, although based in England, has teams scattered in loco in the countries in which they invest in.
BP well comes up empty at promising Ironbark gas prospect off Australia
In today’s episode, Marcelo López spoke with Mike Alkin, co-founder of Sachem Cove Partners and manager of an American uranium-focused hedge fund. Mike has been following this market for over 4 years as an investor and was a speaker at the International Uranium Fuel Seminar hosted by the Nuclear Energy Institute in Nashville, USA, in the last week of October. Alkin, who also attended the World Nuclear Association Symposium in London, commented on the biennial report released by the organizers and on the differences between the two events, highlighting the significant attendance of uranium buyers at the NEI-hosted seminar in the USA. Mike spoke about his presentation at the conference, which focused on the uranium price discovery, i.e., the process of pricing the U3O8 market from a macro and historical perspective.
In today’s episode, Marcelo López spoke to Bill Fleckenstein, an investment manager with over 30 years of experience in the financial market. Bill shares his comments, market insights and investment ideas on the website fleckensteincapital.com.br. Bill begins by discussing the magnitude of the attack on Saudi Arabia may have on markets depending on the actions taken in response to the incident and ponders about risk premiums and how agents have reacted to geopolitical tensions recently. On the possibility of a crash, Bill comments on Fed interventions, the impact of monetary policy on the market and what may be the catalyst for a strong correction, as well as aspects of the current scenario that are unprecedented in history and thus create more uncertainties. Fleckenstein, who has been very successful in the past with a short only fund, explains his point of view about being short at the moment and justifies, based on his perceptions of current market conditions, the valuations and prices observed. Bill also talks about investing in gold and other precious metals, as well as gold mining, in contrast to other asset classes such as bonds and currencies, considering all the factors hitherto exposed.
In addition to talking about his expectations for gold prices in the future, Fred Hickey commented in detail on mining stocks he follows, such as Agnico Eagle Mines and Kirkland, to name a few, and talked about their operations, characteristics and other investment-related metrics that are relevant. Fred closed his remarks talking about his views on the risks that people are not taking into account, especially expectations regarding the monetary policy of the Fed. Before taking his current position, Mark worked for companies such as Goldman Sachs, Soros Fund Management and Janus Henderson, where he focused on investments linked to the energy sector. Mark explains that the Ascent Oil Fund was formed under the view that there will be a migration in the oil market’s perception from abundance to scarcity, which will cause shares of companies in the sector to rise substantially. In the context of recent tensions involving the US and Iran, Gordon explains how conflicts in the Middle East may or may not impact oil prices, depending on the factors involved. From a historical perspective, Mark discusses the role that perception and sentiment, regarding oil scarcity or abundance, plays on prices and market performance.
Ser um cidadão do mundo pede a assessoria de quem é global
He also commented on the companies that burn cash extravagantly, but somehow are able to exist today. Fred Hickey explains in details his arguments about the bubble he believes we are in now, the role that passive investment has had in shaping it, the The White Coat Investor stage of the cycle we are in, cryptocurrencies, the possibility of a crash and the reaction of central banks in the midst of all this. Fred comments on his point of view regarding controversial electric car maker Tesla and its founder Elon Musk.
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Mark is a nuclear engineer who started his career working with the famous Michael Shellenberger, author of the book “Apocalypse Never” and a great defender of nuclear energy as a source of clean and sustainable energy. Nelson spoke about ESG investments – these are investments in line with best practices regarding environmental, social and corporate governance aspects. Mark questioned the ESG title that giants in a few sectors, especially technology, claim they hold . Mark explained in detail how energy is a topic of great relevance, but it is not given the proper credit.
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Mark also spoke about the situation in France, the anti-nuclear youth movement today, its origins and how to deal with the issue. Nelson also spoke about the German situation and the major problem that nuclear energy will have to face in that country. Finally, Mark explained, from his point of view, why it is easier to develop nuclear projects and build atomic reactors in Asian countries than in Western countries. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Consider the investment objectives, risks, charges, and expenses of a fund before investing. ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.