Rarely do you see a decoupling of industry fundamentals from stock prices—but we’re seeing it in the world of uranium right now. Massive supply deficits will require a significant rise in the price of the underlying commodity to incentivize new production required to meet growing nuclear power demand…

The show must go on… Unless you fall off a 10-foot ladder while hanging Christmas lights. And then get the flu.

Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley… Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. If you can find asymmetry in the risk/reward, the wait can...

My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know. Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our views on the uranium cycle have diverged.