Good article. The EU has been in a mess for a long time. I live near the Swiss A1 highway that is a main conduit for trucks carrying goods from east to west and north to south around Europe. One lane was - and sometimes two - a slow moving conveyor belt of nose to tail trucks until the end of 2018. The country designations of those trucks was fascinating to see: A, BG, CZ, D, E, F, H, I, LT, NL, P, PL,TR and more. The congestion and concomitant pollution was the instigator for a Swiss franc 1.55 billion road enlargement scheme started in 2014 and due for completion next year. Unless a miracle happens in rebuilding the EU's weakened industrial sectors it will not be needed as almost the only trucks on the road since early 2019 have been Swiss CH registered ones delivering goods locally. Truck spotting is a more reliable indicator than GDP - a statistic measured in the same way today as when was first used in 1934 in the age of horse drawn carts - and those few trucks on the road show the true state of the EU economy today.

Some up to date information on Chart is here... https://seekingalpha.com/article/4732285-chart-industries-mr-market-finally-evaluates-earnings-progress

Helo Jan, I said earlier I might sell some of my Chart holding but have decided to stay with it as so much of what it does in LNG and hydrogen has big potential still. 

I have also moved into nuclear and am buying more Centrus Energy (LEU) today as it got hit hard yesterday after going to the market for more money to fund expansion.  

A riskier nuclear buy with big potential is NuScale (SMR). I am doing well with that but the ride can be bumpy. James 

Hello Adam, I had not heard of GAME before. It looks good but is not in a sector that I know of anything about so i cannot offer an opinion. James 

Hello Jan,

Chart has not done as well as I expected despite much promise.  I suspect the high short interest is connected with the very high PE. 

I shall sell some. My other pick - Burckhardt - is doing ok and is up around 25%  since I wrote the article. I see no reason why that should not continue.  Bye. James 

Hello Jan,

Chart has not done as well as I expected despite much promise.  I suspect the high short interest is connected with the very high PE. 

I shall sell some. My other pick - Burckhardt - is doing ok and is up around 25%  since I wrote the article. I see no reason why that should not continue.  Bye. James 

President Biden has decided not to attend COP29 so many who would go just because such an important person would be there will now not go. That will help the environment and further diminish the importance of this purposeless event.

Thank you!   Please share any points you consider important with others as we - the people - are the only ones that will fix many of those things. 

Hope it helps.  Thanks for the comment.  James 

Funds and individual investors do not buy gold, they buy promissory notes and there is a massive shortfall of physical gold available to back up those promises.