Thirdly we thought we should remind subscribers that we have already gained exposure to physical uranium market through the Sprott Physical Uranium Trust (U-U CN) in our Global Macro ETF Portfolio. This is a Canadian traded trust which basically follows the spot (current) price of uranium, again after its 30% pullback we like the risk / reward considering the outlook for uranium.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM is long and bullish the U-U CN Trust
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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