Discover and read the best of Twitter Threads about #Section232

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Has been sometime since we discussed #uranium, specifically $CCJ $CCO.

Some might have seen a @cameconews seasonality chart based on the last 20-years of trading. Like the one included here.

Looking at this chart, one thing stands out: buy $CCJ just ahead of the Q4 rally $URA
At face value, following the seasonality fits well with the narrative of #section232 and $CCJ buying from the spot market.

The thing about averages, however, is that they reveal less than what they cover.

$URA #uranium
Take for instance, the correlation of $CCJ YTD price performance to the 20-year average YTD price performance. The two time series are negatively correlated... And not just a little

#uranium
Read 7 tweets
@o_enzocrypto Great question Oenzo. I guess it's about time I laid out my overall #uranium #investment strategy. This thread will walk you thru my own personal strategy based on my own higher risk tolerance/experience. Note that I trade almost exclusively on Canada's TSX/TSX-V. Here goes...
@o_enzocrypto 1/ Always build a portfolio with core positions of strength. For me that's highest grade, highest quality undeveloped #U3O8 deposits in #Canada's #AthabascaBasin. Fission #Uranium $FCU, Denison Mines $DML, NexGen $NXE are top pick deposits with highest takeout potential.💰🛒
@o_enzocrypto 2/ For Top Pick US Exposure to any #Section232 #Uranium trade action I own Energy Fuels $EFR and UR-Energy $URE as my largest US holdings. For additional leverage to US #Section232 I own near-term developers Anfield $AEC, Azarga $AZZ and Western $WUC with huge upside potential.
Read 7 tweets
.@cargroup just released a new study on the cumulative impact of U.S. trade policy changes on autos and parts on consumer prices, employment, & economic output. Potential #section232 autos & parts tariffs comprise 90% of the impact on consumer prices.
cargroup.org/wp-content/upl… 1/4
Average new car prices in the U.S. would go up $2,750.
Imported vehicles price increases $3,700.
Even vehicles made in the U.S. would see prices increase $1,900.
Used car prices & maintenance/repair costs would also increase.
2/4
U.S. light vehicle sales could fall as much as 1.3 million units.
U.S. total employment impact could be as high as 366,900 jobs.
U.S. GDP hit of $30.4B
3/4
Read 4 tweets

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