John Rubino – Riding The Macroeconomic Waves In Energy Commodities Like Oil, Copper, and Uranium
John Rubino, publisher of his newsletter over at Substack, joins us for wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium. We look at the similarities today with higher stickier inflation, rising energy prices, cracks in the labor markets, and the coming potential of an economic slowdown, and John sees it as very reminiscent of the 1970s stagflation period. He goes out to outline how this backdrop should bode well for energy commodities and the precious metals.
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Billion-Dollar Corporate Bond Deals Hit Treasuries: Markets Wrap
At least 40 firms are tapping high-grade debt markets Tuesday
S&P 500 drops below 4,500; dollar rises to highest since March
By Rita Nazareth – Bloomberg – September 4, 2023
https://www.bloomberg.com/news/articles/2023-09-04/stock-market-today-dow-s-p-live-updates
Why China Is Avoiding Using ‘Bazooka’ to Spur Economy
By Tom Hancock – Bloomberg – September 4, 2023
Justin Huhn – Uranium Story Keeps Getting Better as the World Embraces Nuclear
Commodity Culture – August 23, 2023
“Founder of Uranium Insider Justin Huhn presents the latest catalysts and tailwinds he sees for the uranium sector, including shifting political winds that continue to turn in favor of nuclear energy. Justin gives an update on planned reactor builds around the world, the latest developments in small modular reactor technology, and much more.”
00:00 Introduction
00:22 Impact of Coup on Niger Uranium
04:38 Main Tailwinds for Uranium
07:48 Current Risks in the Sector
10:24 Sweden’s Plan to Build 10 Reactors
13:13 China’s Nuclear Dominance
17:41 Reactor Builds and Investment Thesis
22:06 Green Party of Canada’s Nuclear Pivot
26:42 Small Modular Reactor Outlook
I think if James Dines was here with us today, he would be putting most of his cash in uranium stocks. Dines was the original everything BUG! LOL! DT
https://tinyurl.com/srwd9xxx
NatGas Zone Test
How Deep?
Ditto Wednesday
Are we setting up for late 2015 like scenario – where all commodities are taken to woodshed and then big money enters and boom! If that is the case, there’s going to be a catharsis in mining stocks. Maybe JNUG will be trading in teens. Watching DSI on both gold and silver drops below 10 – interesting times for sure. Everyone keep their powder dry..
Recent Plunger’s article
https://rambus1.com/2023/09/03/gold-silver-and-the-fourth-turning-how-it-plays-out/
The Managed Money intervention with Regulator help is sickening. They are trying so hard to make the markets totally for insider trading and eliminate any individual involvement. I hope their kids get turned down for Harvard. Can’t buy everything.
Don’t even think this is a natural correction or because the intervened in General Market is having a bad day. That just gives in to the Algo programs as being valid. This is just theft on a long term basis.
Harvard is full of sick ooos
How to become a UPS driver — which now pays $170,000 a year when including benefits
Will Gendron – Business Insider – Aug 14, 2023
https://www.businessinsider.com/how-to-become-a-ups-driver-170k-2023-8