7 claims in “investment”
Petraeus wears his 'KKR hat' as investor and is evaluating Ukraine defense technology and manufacturing investment opportunities in capacity as financial decision-maker.
Trey Wright emphasizes that uranium investors, like gold investors, should first establish physical asset exposure before moving to equities, creating a foundational understanding and allocation.
Uranium Energy Corp (UEC) is the purest US play on strategic uranium reserves and offers 'sleep at night' exposure due to US provenance, avoiding geopolitical risk associated with Russian or Kazakh-origin uranium.
Investors should avoid Kazatomprom (one of the world's largest uranium producers) due to geopolitical alignment with Russia and the risk of sanctions or confiscation.
The uranium thesis is a generational trade comparable in scale to the 2007 ABS trade, silver in the 1970s, or the tech rally of 1997-1998, but without the bubble consequences because it rests on structural supply-demand, not speculative excess.
Geiger Counter is a London Stock Exchange-listed investment trust holding a diversified collection of uranium producers including UEC and NextGen, providing exposure to the highest-conviction uranium companies with geographic diversification.
If you're going to continue investing in financial markets without fully shifting to private business ownership, you should hedge positions defensively and make your portfolio more resilient rather than trying to profit from the downside or dance near the exit.