URNJ Sprott Junior Uranium Miners
An easy way to sort through all the junk uranium miners.... If it's a high percentage in the Sprott ETF, I'm guessing there's a good reason.
An easy way to sort through all the junk uranium miners.... If it's a high percentage in the Sprott ETF, I'm guessing there's a good reason.
Denison Mines is hoping to mine their new Wheeler River site by injecting chemicals into an underground aquifer to extract Grade-A uranium. I was concerned DNN would never get environmental approval to deploy an ISR-mining technique in Canada, but if …
https://preview.redd.it/b9z476g4ajdg1.png?width=384&format=png&auto=webp&s=6cf2ca7bc1499ea608ec32900971003cfd40f7ac There's a big problem in the energy sector, and everyone knows it. It's going to take a helluva lot of power to feed all these AI build outs and data centers. In the U.S. alone, Big Tech is projecting …
SMR and COPJ make up about 15% of my portfolio now. I’ve still got the majority of it squirreled away in dry powder where it’s earning about 3.75%. These two picks are data-center guesses. I have no idea if they …
Money market balances are up $1T in less than a year. I’m 95% (cash) on the sidelines and just waiting for stocks to fall. Could be a slow process.
Been watching this one for a while. TVA has got a contract for 20 of these, and that’s a government contract that’s not going away. Should be a good buy-and-hold stock for the long haul. Got a little today. If …
Yet another reason to be in cash or commodities. This PR push is damage control and I don’t it’s working. Amazon is laying off 30k and Verizon 15k. Those are big numbers and show a wobbling economy
AI Bubble. Sputtering Economy. Tariffs. Nuclear-War Saber Rattling between U.S., China, and Russia. Government Shutdown. Potential U.S./Venezuela/Russia Hot War in Caribbean. Spiking Interest Rates. I’m on the sidelines and expect more downward pressure on equities. -Tweedle
Last month's ATYR miss stung me pretty good, which is why I haven't been in the mood to post. Yes. I've lost money before, but I think what cut so deep this time was realization that losing meant being forced …
Losing hurts. There’s no way to sugarcoat it. ATYR’s Phase 3 trial fell short of expectations, as did I. Turned out the shorts just had the better hand. I sure wish things were different and that everyday folks on this …