Our investment thesis is based on a powerful macro catalyst: a structural, multi-year increase in uranium
demand driven by the insatiable power requirements of AI datacenters. Recent US policy shifts, including a
$2.7 billion domestic uranium procurement plan and a pivotal US-UK nuclear pact, are accelerating this trend,
creating a highly favourable outlook for the entire uranium sector.
Stocks hit fresh record highs overnight, driven by a rally in Tesla and Nvidia ahead of a widely expected Federal Reserve rate-cut later this week. Uranium stocks sky-rocketed to fresh records on US policy announcements.
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
Stocks slipped Friday, weighed down by rising Treasury yields and fresh data showing consumers continue to worry about the economy.
In this episode, Mark and Jonathan discuss the recent fluctuations in the market, focusing on the significant payrolls revision and its implications. They highlight Oracle’s impressive performance and its impact on the market, while also addressing concerns about stagflation and economic indicators.
Inflation numbers in line with expectation last night gives the Fed the green light to cut interest rates next week, pushing stocks to yet another record high
Stocks edged out another record close as Oracle led tech stocks higher following strong guidance while an unexpected cooling in wholesale inflation supported ongoing expectations for the Federal Reserve to cut interest rates next week.
A stark range of news for stocks overnight as US jobs numbers were revised down a further 911,000 for the last 12 months, the worst revision in history, while Oracle jumped 27% on outstanding earnings and outlook due to the rapid expansion of Datacentres
Valuation metrics are flashing RED as seasonal weakness looms
Tech stocks jumped to a closing record high Monday powered by chip stocks as investors awaited key inflation data due later this week, in a classic “head in the sand” move after Fridays US employment data
Stocks closed lower Friday after retreating from record high as signs of a cooling labor market triggered recession worries, outweighing bets that the Federal Reserve will likely cut interest rates later this month.
In this episode, Mark and Jonathan discuss the current state of the markets, with the focus on the pivotal US jobs number
