Hello Everyone,
The shell must break before the bird can fly. (Alfred, Lord Tennyson)
I appreciate that sometimes it is necessary to give a plan time to come to life. However, I find it impossible to comprehend why Trump has created the sea of chaos in which he chooses to swim. Surely it cannot be as simple as an arrangement that allows him and his financial friends to manipulate the markets to their own advantage – although there will be no surprises if that turns out to be the case. As Warren Buffett is reputed to have said, “There is seldom just one cockroach in the kitchen.”
It is understandable that many Americans see the appeal of Make America Great Again: create more jobs; reduce the number of immigrants; reduce the amount of crime. After all, what is there not to like, especially if you fall into the “have-not-enough” category of the population? They see him as a saviour, where many others see him as the anti-Christ.
I also find it astonishing that the Western world is now effectively run and manipulated by one unstable man. What has happened to democracy? Where are the checks and balances? Where are the debates and subsequent voting to decide future policies? To top it all, he comes across as such an unpleasant person. There are now very few places or people that he has not threatened, insulted, or goosed.
In order to make America great again, tariffs seem to me a backward step. They hurt the country’s manufacturers and consumers more than they do the overseas suppliers. Insisting that NATO steps up to the breach and supplies the bulk of its own armaments cannot, in the long term, be the best of news for the American arms industry. All the various theories being floated as to why Trump is doing what he is doing seem to be well documented – even if, by necessity, they must have involved Mystic Meg. I am not an analyst or an academic, but I feel that there must be something more credible taking place within this damaging pantomime we are witnessing.
One theory that I did find plausible was that there might be a move underway to protect the dollar as the world’s reserve currency. Trump has recently secured a $600 billion investment package from Saudi Arabia, including a $5 billion Energy Investment Fund designed to boost strategic energy investments between the United States and Saudi Arabia. The US has also agreed to supply the Saudis with over $140 billion of state-of-the-art weapons and defence technology, generating continuing employment and development for the American arms industry.
Although it was not explicit in the deal, Saudi Arabia has unilaterally raised oil output, lowering the price of oil – something the US President definitely wanted. If they continue to sell predominantly in dollars, that will also help secure the dollar’s position. As the price of oil falls, the Russian economy will suffer heavily, and the Chinese now have to find a source of dollars to purchase their oil from the Saudis. All of the above buys time for a massive move towards nuclear energy in the United States, while still securing the role of the dollar as the world’s reserve currency.
At the end of May, at a meeting in the White House, President Trump signed a number of Executive Orders with the aim of quadrupling the national nuclear energy capacity from today’s 100GW up to 400GW by 2050. Now that is a very serious ask of those who have to complete the task. The various Executive Orders appear designed to remove anything that might delay or obstruct this being achieved:
President Trump said that nuclear energy was “safe and clean, and it is the time for nuclear, and we are going to do it very big.” (So there you go!)
This all makes a great deal of sense if they are to have any chance of meeting the enormous energy demands of developing industries: data centres, microchip production, desalination, hydrogen production, agricultural expansion – almost all the industries that will underpin life in the future. This, along with wind and solar generation, should hopefully move the planet towards a greener environment.
Some of you might remember that many moons ago I threw myself into investing in funds and companies that would benefit from the expansion of the nuclear industry, and from the potential growth of a protectionist arms industry. Well, I got it right and I got it wrong – big time. All of them headed south, and I lost money on every single one except Rolls-Royce. The thought was correct, but the timing was wrong.
Well, after Trump’s recent pronouncements, it is all change – and last week saw a dramatic positive turn for many of these funds and companies. The tide has changed, and I am getting my feet wet!
These are some of the funds and companies that I will choose from (I am sure there are many more), which allow me to invest in the mining and storage of uranium, and the mechanics of its conversion into energy:
Yellow Cake, Geiger Counter, Sprott Uranium Miners ETF, Global X Uranium ETF, Cameco, BWX Technologies, Rolls-Royce, Nuscale, and Oklo.
To take advantage of increased spending in the defence industry, I have been using:
HANETF Sprott Future of Defence, and Rolls-Royce.
So far, so good.
For hydrogen generation, storage, and conversion, I’m having another look at:
Hydrogen One Capital Growth, ITM, Ceres Power.
And, to benefit from the vast amounts of copper that will be needed to update the power grids, manufacture electric vehicles and create their charging infrastructure, and build the data centres:
HANETF Sprott Copper Miners, Antofagasta plc.
It’s worth remembering that the man who views the world at sixty the same as he did at twenty has potentially wasted forty years of his life – and the world is changing quicker than ever!
The shell must break before the bird can fly. (Alfred, Lord Tennyson)
I appreciate that sometimes it is necessary to give a plan time to come to life. However, I find it impossible to comprehend why Trump has created the sea of chaos in which he chooses to swim. Surely it cannot be as simple as an arrangement that allows him and his financial friends to manipulate the markets to their own advantage – although there will be no surprises if that turns out to be the case. As Warren Buffett is reputed to have said, “There is seldom just one cockroach in the kitchen.”
It is understandable that many Americans see the appeal of Make America Great Again: create more jobs; reduce the number of immigrants; reduce the amount of crime. After all, what is there not to like, especially if you fall into the “have-not-enough” category of the population? They see him as a saviour, where many others see him as the anti-Christ.
I also find it astonishing that the Western world is now effectively run and manipulated by one unstable man. What has happened to democracy? Where are the checks and balances? Where are the debates and subsequent voting to decide future policies? To top it all, he comes across as such an unpleasant person. There are now very few places or people that he has not threatened, insulted, or goosed.
In order to make America great again, tariffs seem to me a backward step. They hurt the country’s manufacturers and consumers more than they do the overseas suppliers. Insisting that NATO steps up to the breach and supplies the bulk of its own armaments cannot, in the long term, be the best of news for the American arms industry. All the various theories being floated as to why Trump is doing what he is doing seem to be well documented – even if, by necessity, they must have involved Mystic Meg. I am not an analyst or an academic, but I feel that there must be something more credible taking place within this damaging pantomime we are witnessing.
One theory that I did find plausible was that there might be a move underway to protect the dollar as the world’s reserve currency. Trump has recently secured a $600 billion investment package from Saudi Arabia, including a $5 billion Energy Investment Fund designed to boost strategic energy investments between the United States and Saudi Arabia. The US has also agreed to supply the Saudis with over $140 billion of state-of-the-art weapons and defence technology, generating continuing employment and development for the American arms industry.
Although it was not explicit in the deal, Saudi Arabia has unilaterally raised oil output, lowering the price of oil – something the US President definitely wanted. If they continue to sell predominantly in dollars, that will also help secure the dollar’s position. As the price of oil falls, the Russian economy will suffer heavily, and the Chinese now have to find a source of dollars to purchase their oil from the Saudis. All of the above buys time for a massive move towards nuclear energy in the United States, while still securing the role of the dollar as the world’s reserve currency.
At the end of May, at a meeting in the White House, President Trump signed a number of Executive Orders with the aim of quadrupling the national nuclear energy capacity from today’s 100GW up to 400GW by 2050. Now that is a very serious ask of those who have to complete the task. The various Executive Orders appear designed to remove anything that might delay or obstruct this being achieved:
- Federal lands will be made available for the development and construction of new plants.
- Funding will be made available.
- The safe disposal and recycling of spent nuclear waste has been given high urgency.
- The development of SMRs is now a priority, along with the upgrading of existing reactors.
- There is an intention to expand the nuclear workforce and create energy-related apprenticeships.
President Trump said that nuclear energy was “safe and clean, and it is the time for nuclear, and we are going to do it very big.” (So there you go!)
This all makes a great deal of sense if they are to have any chance of meeting the enormous energy demands of developing industries: data centres, microchip production, desalination, hydrogen production, agricultural expansion – almost all the industries that will underpin life in the future. This, along with wind and solar generation, should hopefully move the planet towards a greener environment.
Some of you might remember that many moons ago I threw myself into investing in funds and companies that would benefit from the expansion of the nuclear industry, and from the potential growth of a protectionist arms industry. Well, I got it right and I got it wrong – big time. All of them headed south, and I lost money on every single one except Rolls-Royce. The thought was correct, but the timing was wrong.
Well, after Trump’s recent pronouncements, it is all change – and last week saw a dramatic positive turn for many of these funds and companies. The tide has changed, and I am getting my feet wet!
These are some of the funds and companies that I will choose from (I am sure there are many more), which allow me to invest in the mining and storage of uranium, and the mechanics of its conversion into energy:
Yellow Cake, Geiger Counter, Sprott Uranium Miners ETF, Global X Uranium ETF, Cameco, BWX Technologies, Rolls-Royce, Nuscale, and Oklo.
To take advantage of increased spending in the defence industry, I have been using:
HANETF Sprott Future of Defence, and Rolls-Royce.
So far, so good.
For hydrogen generation, storage, and conversion, I’m having another look at:
Hydrogen One Capital Growth, ITM, Ceres Power.
And, to benefit from the vast amounts of copper that will be needed to update the power grids, manufacture electric vehicles and create their charging infrastructure, and build the data centres:
HANETF Sprott Copper Miners, Antofagasta plc.
It’s worth remembering that the man who views the world at sixty the same as he did at twenty has potentially wasted forty years of his life – and the world is changing quicker than ever!
Douglas
Founder
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