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.