While gold hovers near all-time highs without much mainstream attention, the larger market is surging. Meanwhile, the uranium story just keeps getting better. Here's what the experts are saying.

General / Macro

The market is on the rise

We can expect only a handful of rate cuts—even as inflation continues to drop

According to @MacroAlf, an option-implied distribution of expectations for Fed funds in December does not show six to seven cuts as "the base case scenario." Instead, it indicates two to three cuts only. However, the market is pricing in six to seven cuts because the current recessionary tail of that data "is quite heavy and it drags bond pricing down." 

Interesting, valuable analysis!

Financial stocks have been on the rise, but the bank situation is pretty spicy

@GRDecter's analysis here stands mostly alone, but it's basically just to say that the banks are anticipating declines in the coming months, except for JPMorgan which is outperforming.

Nvidia—and others—are going hard on AI

Uranium

US is set to ban Russian uranium — the nearest-term producers could profit

As the US moves to ban russian uranium imports, it's easy to see why western producers (and would-be producers) could stand to benefit. Amid the larger uranium bull market, it's a thrilling time to be a U3O8 investor.

Scott Melbye: We are at the very early stages of the uranium bull market

Check out this enlightening interview between Triangle Investor and Scott Melbye, CEO of Uranium Royalty Corp. (NASDAQ: UROY / TSX: URC) and executive VP of Uranium Energy Corp. (NYSE: UEC), in which they go deep on the current uranium boom.