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The Pale Blue Dot

Saad Khan

Saad's thoughts on investing, macro and other eclectic musings

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues126SubscribersRead saadkhan88.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Updated Thoughts On Oil - And Time For A Break

Note: I have a lot of reading to catch up on so I’ll be taking a break from writing over the next couple of weeks to progress my research on some potential investments. I should get back to writing more regularly by end of September / early...

2 months ago
4
0

Why I Bought Ur-Energy (URG)

With uranium market bifurcation continuing to play out, I’ve been searching for companies to add to the portfolio that will benefit from being in a favorable jurisdiction. I already have exposure to the largest North American developers lik...

3 months ago
4
3

Portfolio Reallocation

Someone messaged me a few days ago asking how quickly I think uranium stocks will recover. My response was that this is the wrong question to ask. What we should be asking ourselves, as uranium investors, is whether we got something wrong i...

3 months ago
12
0

Authors

The writers behind this newsletter.

  • Saad Khan

    Ex- investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Now a business owner and investor. Based in Toronto, Canada.

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