Uranium Hits 15-Year High As Nuclear ESG Craze Tightens Market
The Graphite Grip: How China's Crackdown On Exports Threatens Global EV Battery Supply Chain
Alaska Military Base Eyes ESG-Friendly Micro-Nuclear Reactors for De-Carbonized Future
Canada reverses course, accepts nuclear energy as fully eligible for Green bonds
A Mostly Wind- & Solar-Powered US Economy Is A Dangerous Fantasy
Admittedly that last headline is for an opinion piece, though it’s also fact.
On a mass scale there is no more economical, efficient, reliable, or “green” alternative.
There is no practical alternative to feed and empower common people in impoverished nations. There is no alternative if you want to charge your car and devices, light TV screens and VR goggles, or heat your home and food in the future.
There is no alternative to nuclear energy, fueled by uranium.
The infrastructure to transmit, store, and use much more energy in the future will require a lot of copper and a lot of… virtually everything tangible and useful.
In a surreal present, you can own hard reality and own the energy of the future.
Adding to past suggestions in the reality sector, here’s a handy holiday shopping list for a few new ideas:
Horizons Gold Producer Equity Covered Call ETF - GLCC - yields 11.4% - https://horizonsetfs.com/ETF/glcc/
Freeport McMoRan - FCX - 1.6% yield - https://www.fcx.com
BHP Group -BHP - 3.6% yield - https://www.bhp.com
“Order is the daughter of liberty, not the mother.” - Proudhon
With Javier Milei the newly-elected President of Argentina, many more people will start to hear about real money - gold - versus the debt notes or digital tokens of governments and central banks which are popularly miscalled “money”.
Now we go from banks robbing people to people robbing banks…
Air Canada rejects blame in $24M gold theft at Toronto’s Pearson Airport as it faces Brink’s lawsuit
History repeats. What came to later be known as The Stopwatch Gang successfully completed a similar $750,000 gold heist from the Ottawa airport almost 50 years ago. It’d be worth $4.7 million today.
A fantastic book, if you enjoy reading about possibly the greatest spree of clever bank robberies, disguised multiple identities, and prison escapes ever: The Stopwatch Gang
Maybe add that to the non-fiction shopping list. The film “Point Break”, starring Keanu Reeves, Patrick Swayze, and Gary Bussey, is partly based on the gang’s exploits and methods, as is Ben Affleck’s film “The Town”.
For The First Time Since The Covid Crisis, There Are More Global Rate Cuts Than Hikes
As predicted, while virtually everyone fears extrapolation of a trend already apparently in reversal.
Reminder: when rates reverse, the mania of chasing insane valuations comes crashing to an end.
Where the FOMO stops no one knows, but crypto will probably peak first. I’ll restore shorts and hedges, most of which were closed before markets rallied, when timing seems ideal.
Until then, party-on…
DISNEY OPENS NFT-BASED DIGITAL COLLECTIBLES MARKET FOR STAR WARS, PIXAR AND PRINCESS PINS
Their all-caps, not mine. Signs of a secondary peak in sentiment abound, exactly were expected in the long term cycle. For now everything looks bullish, led by the most speculative sectors as is normal: crypto and small-caps.
My Disney short was covered the day before it hit bottom for 2023. It since rallied 19%.
Res ipsa loquitur - it speaks for itself:
In Cross Exam, SBF Admits To Calling Some Customers "Dumb Motherf*ckers"
Drugmakers Are Set to Pay 23andMe Millions to Access Consumer DNA
Federal Agencies Admit To $3 Trillion In Improper Payments Since 2004
New Polling Shows Majority Of American Households Own Guns And Support Gun Rights