Ben FillmoreApr 43 minNew pair trade I love a pair trade. It allows for a relatively low-risk trade, if based on true fundamentals, allowing one to 'go large' on a position...
Ben FillmoreMar 151 minRe-entering UraniumSo I have started re-entering the uranium trade now that spot prices have come off and are much nearer long-term pricing. I'm entering...
Ben FillmoreFeb 143 min2024 some major updates to PortfolioIt's been a busy start to 2024 for the portfolio, with quite a few changes as the macro develops and individual themes evolve. As of...