Food for Thought #53 // Links

Includes: risk appetite, Japan, comparative advantage, energy, coal and commodities, vaccination narratives,

Food for Thought #42 // Links🔗

This time the most interesting content I stumbled over includes: opportunity costs, JXN, KAP, Whisky, Bubble, Evergrande, trusting CEOs, uncertainty and risk, woke CEOs, …

Quicky on Uranium / Kazatomprom

The uranium thesis was there for a long time, now there are catalysts and the potential for reflexivity