Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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Commodities | Stocks | FX | Macro Value + Momentum. Finding asymmetric setups at cycle lows. My investment letter ↓ Not advice.
Cite asCryptoQuant has tracked the directional calls on U by @ValueSeeker_ on X since Mar 2025: not yet scored on U (as of Nov 11, 2026).
Other assets covered (12)
4 U calls on record, a thin history.
Relative view by default: fewer than 30 U calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ValueSeeker_ to submit corrections.
Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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URANIUM - STILL EARLY? Uranium, adjusted for money supply, is still trading 79% below its former top. In other words, it would need to rise fourfold to be back to its former high. $URNM $URA $U.UN
View original →ENERGY - TIME TO REBALANCE? Oil's recent breakout did not hold so far. Nonetheless, despite yesterday's sell-off, oil remains up 50% since July. STAYING LONG OR TAKING PROFITS? WHY NOT BOTH? This failure to hold could trigger some more downside over the short-term (not certain) and more volatility (very likely). While I remain long oil equities (small-caps and oil services), I now overweight uranium miners within in my energy allocation. Indeed, as one cannot predict the future with certainty, the right approach is to overweight assets with the most asymetric risk-rewards. Given uranium's recent correction, which led the uranium-to-oil ratio to reach 1σ below trend (close to its usual bottom level), the nuclear energy source seems to be the cheapest of the two at the moment. I will then take some more profits on oil producers to increase my uranium miner allocation (already increased recently, as described in the article in comment below). This is a tactical play, which I would reverse should the below ratio reach its usual top level at +2.5σ (i.e. expensive uranium relative to oil). No sentiment involved here, just an opportunistic way to manage my portfolio. $U.UN used as a proxy. $URNM $XLE
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