Time for a Glowing Hedge?
The 🐿️'s 'Start the Week' note! Hedge book changes and time to rethink 🐿️'s uranium length? Plus our regular review of the BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2026, Week 5.
The ‘start the week’ note is so much more than maintenance this week. STW is stuffed with fresh ideas. A big uranium rethink (with some schmuck insurance). Plus important changes to BUSHY™ and Acorn books - with 3 new highly convex trades. On a Monday!
In case you missed it, in the weekend note which hit inboxes on Sunday morning, the 🐿️ attempted to get in the head of Ivan Glasenberg, the retired CEO and largest investor in Glencore:
A solid week for BUSHY™ beta portfolio - more than erasing the drawdown in Week 4.
Before we go to the full BUSHY™ and Acorn review (there have been a number of important changes), I want to spend a minute reflecting on my positioning in the nuclear / uranium trade. The 🐿️’s whiskers are twitching.