Reading the Fed Tea Leaves
What Goes Up
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The Importance of Real Assets in Portfolios
Mimi, on the commodities front, i know one of the commodities you like is uranium. Is it o uranium linked equities, or some of these vehicles out there that are a little bit more directly tied to the price of the commodity itself? Yes. So we're in a uranium itia and a. The idea behind that is it goes along the lines of the energy ependence theme. Uranium is is inimportant inaa instrument in nuclear energy. And a, we also, we sort of picked it up on the cheap il i'll tell you, it's been in our portfolios for some time.
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