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$URA Global X Uranium miners ETF was up another +2.7% yesterday.
It is up +432.34% over the past 5 years
US small-caps yesterday hit the highest levels since February relative to Large-caps
Source: J-C Parets
JPMorgan is launching a $1.5 Trillion initiative to boost critical industries in America:
“It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing.” -Jamie Dimon Source: Geiger Capital
Are we still in the early stages of a major cycle where silver outperforms U.S. equities????
This chart by Otavio (Tavi) Costa highlights just how early we might be in a broader trend of capital rotating into hard assets. Source: Crescat, Tavi Costa, Bloomberg
Quantum stocks surged yesterday after @JPMorgan’s $10B strategic tech investment sparked institutional inflows.
Major movers like $RGTI, $QBTS, $IONQ & $QUBT are up today. Source: Vest @VestExchange
Gold reaches most overbought level in history after hitting 91.8 on the monthly RSI
Source: Barchart
“If we lose this, we do not have a future at Ford,” says Jim Farley, CEO at Ford
China added 295,000 industrial robots last year. The US? 34,000. The UK? 2,500. Source: Zane Hengsperger @zanehengsperger
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