Uranium Energy: From Speculation To Production - And Why I'm Still Buying
My July research on Uranium Energy (NYSE: UEC ) remains valid at the moment. As a matter of fact, the share price has skyrocketed since the start of the year, and this mightPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption ...