Bessent Blinks
We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then Read more
We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then Read more
First: Uranium The tightest areas in the uranium supply chain are downstream of the mine. Uranium itself (that is, processed ore) as we write, is at $86.90 per pound, roughly where it’s been since April. Read more
Next week we’ll give you a video presentation of our first-half 2026 wrap-up and offer some thoughts as we enter the second half of the year. Beyond the MOU signed with Iran — which markets Read more
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