No Data
No Data
Express News | Shares of Uranium Stocks Are Trading Higher, Possibly as the US Investigates If China Is Helping Russia Circumnavigate the Commodity's Ban. Also, Russian President Putin Last Week Reportedly Considered Restrictions on Uranium Exports
Denison Mines Corp. (DNN): Analysts Are Bullish On This Best Debt-Free Penny Stock Now
Global Metal Markets React as Putin Threatens to Restrict Russian Exports
Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
Russia is considering restricting the export of uranium and nickel, and the uranium mining sector in the US stock market has risen significantly in response.
Russian President Putin is considering restricting the export of uranium, titanium, and nickel as retaliation against Western sanctions.
US stock market closing: Bullish layers are stacked, Nasdaq staged a "deep V takeoff", Donald Trump concept stocks injured alone.
①Harris' favorable election situation led the pv concept stocks, with First Solar leading the S&P 500 index; ②Production cut rumors stimulated a sharp rise in the lithium sector; ③Russia considers restricting exports of certain strategic raw materials, leading to a collective increase in uranium producers; ④Trump's media technology fell more than 10%, hitting a new low after landing in the US stock market.
No Data
No Data
cheerfulknight : Hi, is commodities heading up after rate cuts? With the full unwinding of JPY in the near term and coupled with interest rate cuts, USD will depreciate and stock market would drop too?
iamiam OP cheerfulknight : when the markets drop, everything drops. commodities recover faster and stronger. there is a new round of price discovery coming. for the first time in nearly 50 years, everything will be adjusted.
do I think everything will drop initially in the new price discovery? yes.
do I know when the new price discovery will take place? no, although I can guess September at the BRICS meeting.
I just know I want to hold commodities because they trade 1:1, nvidia, for example, trades at 40 times profit to earnings. which one gets sold first during price discovery
cheerfulknight : What is your analysis for QQQ and SPY today?
iamiam OP cheerfulknight : today, Friday the 6th? flattish to down. I don't like anything yet.