Yellowbull - Nuclear Power, Research Methodology, Uranium ETFs, the EU
Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more. Mart’s Twitter: @Yellowbull11Mart’s Newsletter: https://www.patreon.com/contrariancodexVasanth’s Twitter: @NextVasanthVasanth’s Newsletter: https://nextbite.substack.com/Time stamps:00:34 - Approach to researching companies04:45 -Jurisdictional impact on investing 07:15 - Getting exposure to the Chinese market10:24 - Seasonality/contracting13:37 - EU Taxonomy 17:01 - Public sentiment in Europe18:33 - Kazatomprom22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought?24:54 - Interest rate yields27:15 - Impact form retail traders30:02 - Keys to writing a successful paid newsletter32:15 - What’s a topic in this field that you feel isn’t discussed enough?34:24 - Strongest bear case against Uranium Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on TwitterDisclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.