Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23

New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23

New physical uranium fund with $100 million initial placement. Uranium prices look to have broken higher out of a wedge formation. Fred Hickey author of High Tech Strategist sees continued declines in Tech Sector stocks and the overall stockmarket. Why he is bullish on gold.

The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23

Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?

The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23

The current financial system is built to work on low-interest rates and high liquidity. The exact opposite exists. Expect more banking system issues and further issues to manifest negatively as things break in the economy.

Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23

I review the Cameco first quarter 2023 earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market.

Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23

I came upon a methodology conceived by analysts at Piper Standler to track the effect of interest rate increases on the economy. It will require additional research and refining of data sets but I think it will be helpful in the analysis of where we are in the economic cycle.