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
In last week’s commentary, we briefly discussed the destruction and fire sale of a large, highly leveraged hedge fund portfolio called Situational Awareness that was run by a smart 20-something year old. The fund was Read more
Very little has happened in markets these past few weeks that will alter the trajectory of artificial intelligence; a lot has happened regarding the financial market frenzy surrounding it. Here are three items: What is Read more
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