Thread by @BambroughKevin

When asked to explain what my method is for investment winning over the years I have often equated picking stocks to predicting songs rising on the hit list.

You might hear a song for the first time and think, that’s catchy.. I think it will grow on me. It’s the same thing with stocks and their stories. ‘That’s very interesting. Sounds like amazing potential I want to learn more’. Then you think about the boxes it checks

I think about people of all ages/generations and try to imagine what they will think. Like when I first heard ‘old town road’. It checked so many boxes to cover all ages and worked for the hip hop crowd to the country lovers. Mass appeal

I have often got into winning investments because I feel they are prime to rise in popularity.

Best wins come when U can correctly predict something will go from hated/ignored to loved/cherished/appreciated. Finding a story barely covered and predicting the move to front page

And being prepared to sell because enough of the public see or think like you. I’ve always found picking upturns relatively easy. The hardest part is staying with a theme that has real legs. This commodity bull will be tricky

The economy will at times be rocky. But we all must focus on the underlying demand for ‘stuff’, that the entire world has, combined with the willingness of governments to print fiat money to achieve growth and maintain political favour

All politicians have been trained now that the public sector generally wants printing. We want full employment, if their is a slow down or a rise in joblessness we demand our leaders immediately ‘do something’

There is zero doubt in my mind that popular opinion will continue to push for printing away every problem. We are on a path to high inflation or even perhaps hyperinflation in many parts is the word. Money creation is the main tool and it will be used again again

Utilized until the tool is broken. Until the public cries out against it. That will only come when inflation hurts. It will be a time when bonds are loathed and popular opinion is that if your in cash or low interest instruments your guaranteed to lose.

Trillions in savings erroneously ‘stored in bonds’ will be released. The savers of the world will attempt to get a claim on assets that protect them from inflation. New financial products will continue to be created and consumed by a public looking for inflation protection

Hoarding via financial products will drive prices higher and create a feed back loop. The more prices rise the more people will see to escape low yielding bond funds in an attempt to preserve wealth.

Buying begets buying. Prices rises create demand. Fiat is trash and our faith in our leaders, system and policies will erode. You will want to be on the right side or this trade. Either that or see your savings get smoked in real terms

Commodities have never been cheaper vs paper. It’s truly another popular delusion. The madness of the our crowd will soon turn on the fiat paper currencies and the bullshit crypto crap. Both instruments are nothing more that a game of musical chairs

No one owns paper money or crypto garbage cause it can be consumed or enjoyed. Soon people will come to understand that you either have claims on real stuff or your ‘wealth’ is parked in some worthless ponzi paper backed by nothing.

There soon will come a time when too many people are looking for an actual seat but the chair owners aren’t willing to give up their spots for some ponzi paper or crypto delusion

The hard asset owners are about to make a glorious comeback and it’s gonna get crazy

The more you understand all the various investment styles that the financial community employ the easier it becomes to get in early on investment themes that will have growing universal appeal and result in maximum gains. #uranium

Investing in #uranium already checks so many boxes for all sorts of investors and the best part is that larger funds will enter the space as share prices rise and the liquidity / market cap invest-ability box is finally checked for them.

Also we’ve slowly seen banks and brokers ‘invest’ in covering #uranium companies. This will make it ‘easier’ for the lazy fund managers out there to get up to speed and begin taking positions in stocks.

The brokers all abandon coverage because there was no volume in the stocks and no capital flowing into the space for them to generate commissions and get a return on their cost of paying analysts to cover the space. It’s starting to look like a profitable investment to some

It starts with the smaller ‘boutique’ firms and will eventually move to the larger banks and brokerages.