7 Comments
Nov 11, 2021Liked by Maxime Clermont

Another great article, Maxime! Congrats on the new home, and well done taking a few chips off the table. Pushing that "Sell" button is much more difficult than the "Buy" button, especially when the bullish thesis is very much still intact, but it is prudent risk management.

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Nov 6, 2021Liked by Maxime Clermont

Congrats on the new house dude! That's a big win. I'm thrilled to see your Uranium thesis is doing well for you. I went all in on crpyto last summer and I'm considering rotating some profits into real estate too. I also heard a compelling case to long microsoft and google while shorting other tech stocks. Not sure I'm gonna do it but I thought it was interesting. If you're not already watching this podcast, it's fantastic. Discussion starts at 8 minutes https://www.youtube.com/watch?v=ejW4f6liOS8

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Nov 6, 2021Liked by Maxime Clermont

Maxime, I wish you and your family happy times at your new home. I have been enjoying a lot reading your blog. It is very informative and well-written. May I ask you, what do you think about investing in some Argentinian stocks, such as Cresud, Banco Macro, Pampa Energy, etc - they can be purchased in US exchanges. I feel like they can make a similar move to that of uranium. I would love to hear your opinion on Argentina.

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Well done and all the best to get to the house in Portugal soon!

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