Tag Archives: SMR

2026 Annual Asset Class Review

I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have a comfortable seat next to a panoramic window. At night, they fold into two bunk beds, a single and a double. There is a shower, but only Houdini could navigate it. Not made for […]

November 14, 2025

Global Market Comments November 14, 2025 Fiat Lux   Featured Trade: (NOVEMBER 12 BIWEEKLY STRATEGY WEBINAR Q&A), (SLV), (SMR), (CCJ), (USO), (XLE), (XOM), (OXY), (UNG), (TSLA), GDX), (B), (NEM), (WPM), (PPLT), (ARKK), MU)

October 1 Biweekly Strategy Webinar Q&A

Below, please find subscribers’ Q&A for the October 1 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What effect will the government shutdown have on the stock market? A: The answer so far is nothing—absolutely nothing. It appears the President’s strategy is to cut spending only in Democratic states. New […]

This is Not Your Father’s Nuclear Power Plant.

With uranium prices (yellow cake) hitting a new all-time high, there is a strong message here that investors can’t ignore A nuclear renaissance is underway. Building on my early career at the Atomic Energy Commission in the 1970s, I have been covering new nuclear since 2010, and it has been a long and winding road. […]