RISK ON / RISK OFF

Investment decisions, their genesis, and our thinking behind them.

Uranium or Myranium?

POSTED ON December 30th - POSTED IN Commodities, Commodity, Risk On / Risk Off

By Zev Abraham - In true to form life imitating art, the Three Mile Island nuclear accident occurred in 1979 only 12 days after the theatrical release of the “China Syndrome,” a movie that premiered to awards at the[…]

Tall Trees & Tiny Things

POSTED ON October 8th - POSTED IN Commodity, Risk On / Risk Off, residential housing, Lumber

By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]