Free Weekly Email 12.31.24
14.1 GW OF New Nuclear Coming Online in 2025
Nuclear power is a growing industry, and there is not enough new uranium to cover all the upcoming reactor needs.
Speaking Of New Uranium Supply
Deep Yellow Pushes out a Final Investment Decision on its Tumas project
Another project that needs higher uranium prices to get an investment commitment. Again, I ask the question, where will all the new uranium supplies come from?
Bargain, Value Trap, or Something in Between?
Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world. However, as most good contrarians know, the most attractive prospective investment opportunities rarely come from past winners, especially when they have been of this magnitude. In this piece we consider three notable relative equity market underperformers during U.S. growth’s triumphant run: U.S. value, U.S. small, and China.
The Magic Of Compounding
Time is your biggest asset. I have seen many younger people not understand this concept. They often do not even participate in a company 401k with 100% matching and immediate vesting. Invest early and often and let compounding work its magic.
That’s it for this week.
See you in 2025!
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Regards,
John Polomny
Borshoff is one of the original G’s, his conviction is very supportive to the thesis.