Hello Investors!
THIS NEW ISSUE begins, as teased last weekend, with the Executive Order signed late last week by President Trump concerning permitting reform, reinvigorating domestic mining/supply chains, etc.
Click on the above graphic or RIGHT HERE to get the discussed replay of my conversation yesterday with Trevor Hall. Between the two items, you’ll get a realistic and blunt assessment of things; and realize why Yours truly is not joining so many companies in recent days in declaring “victory.”
Aside from that I give more color as also promised on my big picture view of things right now. Notwithstanding today’s “Mr. Hyde” version of The Orange Wonder yet again replacing the Dr. Jekyll one RE: tariffs, I think we’ll be better served — and our blood pressure lower, all else being equal — to worry less about trading around every mood change.
Instead, I’ll be more of a mind to keep our portfolio going forward via sectors and stories that I think will continue to do well based on my “Base Case” as I discuss it anew.
I also mention somewhat of a stylistic change going forward–at least for a while–in more numerous and at least partly video/audio “newsletters” and updates for Members. Be on the lookout for those!
Individual holdings comments/ status changes this issue are on:
Annaly Capital Management
Enterprise Group
Uranium Energy Corp.
NuScale Power and
Skye Bioscience
All the best,
Chris Temple
Editor/Publisher
March 26, 2025
Don’t forget that you can follow my thoughts, focus and all pretty much daily ! ! !
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