Comments
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aplong Iraq/iran. best trade next 10 years
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GCI have invested in this thesis, however the risks I see are: 1. Breakthrough on Thorium reactors, 2. Technological advancement in renewables, like solar, wind, wave, etc, 3. Another meltdown (unlikely) Having said that I think it is still worth it if you have the patience (2-5 years).
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DYSo 3 years later this guy talks same thing. So far nothing happened.
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ROChina would be the likely country to develop a practical Thorium reactor, which could create true energy independence. How close are they? Russia and the Middle East would like to know.
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ROIf China starts producing LFTRs fueled with Thorium, won't Uranium be close to worthless?
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KSVery insightful. Investor protection in those frontier markets is the big question mark, however.
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WWAdam's thoughts on yield are particularly interesting b/c macro managers are struggling to fund their negative carry asymmetric trades.
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WWRush of liquidity masked deterioration in EM fundamentals by filling capital accounts & banking systems since '08. Get ready for a reversal!
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WWRipple effects of policy divergence b/t Fed & ECB/BoJ will have bigger effect on many emerging markets.
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WWIf major CB monetary policy ever normalizes, crowded yield assets exactly what you want to sell first... or never own at all (2 of 2)
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WWMost examples of yield (Euro periphery debt, US junk bonds, EM sovereigns, etc) artificially tight as a result of monetary policy...(1 of 2)
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WWAlways impressed with Adam's thinking. He & Josh Ayers were 2 of Mark Hart's top proteges. BRILLIANT guy you've probably never heard of.
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GRwe need more character capacity in the comments space guys
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GRKSA no longer provides light sweet crude required by the West. They also consume as much oil as Germany or South Korea. Run the numbers