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Return Of The 100-Year Tech Bond
Seeking Alpha· 2026-02-09 22:36
History was made as Alphabet ( GOOG/ GOOGL ), a firm that has existed for less than 30 years, announced plans to sell 100-year bonds as part of their debt issuance this year. Bloomberg is reporting that theyNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots that o ...
Energy Fuels: Fixing The Rare Earth Bottleneck (NYSE:UUUU)
Seeking Alpha· 2026-01-15 19:56
Core Insights - The article discusses Energy Fuels Inc. (UUUU), a company involved in uranium and rare earth mineral mining, highlighting a recent upgrade in coverage [1] Company Overview - Energy Fuels Inc. is focused on uranium and rare earth mineral mining, indicating a strategic position in the energy sector [1] Analyst Perspective - The author emphasizes a macro-oriented and data-driven investment approach, aiming to identify trends before they become mainstream [2] - The investment philosophy includes holding concentrated and high-conviction positions while managing risk through disciplined position sizing [2]
Energy Fuels: Fixing The Rare Earth Bottleneck
Seeking Alpha· 2026-01-15 19:56
Core Insights - The article discusses Energy Fuels Inc. (UUUU), a company involved in uranium and rare earth mineral mining, highlighting a recent upgrade in coverage [1] Company Overview - Energy Fuels Inc. is focused on uranium and rare earth mineral mining, indicating a strategic position in the energy sector [1] Analyst Perspective - The author emphasizes a macro-oriented and data-driven investment approach, aiming to identify trends and opportunities that may not be apparent to mainstream financial media [2] - The investment philosophy includes holding concentrated and high-conviction positions while managing risk through disciplined position sizing [2]