I’m coming to you from the Nuclear Energy Institute’s Fuel Conference (NEI) in Boston.
Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight.
And you know, it’s a funny thing about the market—it doesn’t care what you’ve done… only what you’re going to do.
GDP growth is strong… third-quarter earnings are coming in +22%… but the market is getting smoked.
It’s pricing in the potential negative implications from Chinese tariffs, rising interest rates, rising input costs, difficulty raising prices, and a strong dollar…
So how are professional allocators thinking about the market uncertainty? My guest, former NFL linebacker-turned-businessman Chad Cascadden, talks to them regularly… and shares his take.
(transcript to come)
- Live from Boston at the NEI: The (surprising) impact of high mining costs on nuclear power providers
- Brutal equity markets mean reality is setting in
- What capital allocators are looking for
- What business and football have in common
Note: Yowza! What a market… If you enjoy my research and commentary on this podcast, and have thought about diving a little deeper, you might be interested in my investment advisory, Moneyflow Trader. Every month I release the best under-the-radar opportunity I can find to my subscribers… well before Wall Street catches on.
And there’s still time for investors to get in on my latest recommendation.
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