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Why are uranium stocks falling while the commodity holds up?
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ticker lesson
Breakdown
0:00M2 money supply· ticker
M2 money supply hits new highs
- M2 money supply ticking up to new highs
- Inflation is always and everywhere a monetary phenomenon
- Long and variable lags in inflation impact
1:52S&P· ticker
S&P and AI story shift
- Change in wind on AI story
- Cautious about mainstream equities
- Not shorting S&P or Nvidia
1:53uranium stocks· ticker
Uranium stocks on sale despite stable uranium price
- Uranium stocks are on sale
- Real uranium price has been going up
- Stocks sold off like uranium cratered
1:54spot uranium price· ticker
Spot uranium price stable despite stock sell-off
- Spot uranium price has been going up
- Spiked in January for exogenous reasons
- Price has been sideways, not down
Informational only — this is In it to Win it’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.