Posts
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.
Métis Nation Signs Deal for Wheeler River Uranium Project
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 the natives are approving the new mine on their land …
Uranium & Copper: Playing the Long Game
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 1,000 data centers at 1,000 megawatts each. So if a …
My Copper Play🧐
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 will generate any returns or create more losses for the …
Everyone is Waiting for a 2026 Bubble Pop….⏳
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.
Christmas List🎄👍
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 falls another $5, I’ll buy more.
Bessent says inflation ‘has nothing to do with tariffs’ as U.S. rolls them back: Full interview
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
Trouble on the Homefront👀
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
Jamie Dimon's "cockroach" comment
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 to let go of some of the dreams I've been …
Dear CountryDumb Community
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 sub would have had something to smile about today. And …