Is AI A Stealth Uranium Play? AIA Weekly Report 3.16.24

thank you 👍

Starkey report : AI will draw from LNG heavily: $1.80 per BTU is low cost

in short, no it isnt. lmao this mental gymnastic of uranium guys seeing everything as uranium play. This needs to stop, we have to be intelectually honest here.

Thanks,i'm fairly new to investing.i just wonder; sometimes i see that big fund like Black Rock and Vanguard do have positions in Mines like paladin,encore energy foreinstance.what if thy have a plan to create distraction from commodity investering through hyping btc etf's, tech stocks,nft's etc...to make their podition over time bigger.
Just a thought

If a country is going to run a full employment budget deficit of 7%, nominal GDP is probably going to remain strong. Strong nominal GDP is good for credit, and good for stocks because strong nominal GDP means ample, economy-wide aggregate cashflow. Fiscal incontinence plus a monetary authority reluctant to finish the job equals an asset price boom, risking yet another bubble. Melt up…

As long as the Fed is prepared to ignore the obvious -- above-trend growth, sticky inflation, little-bit-softer-but-still-strong labor market -- then the rational exuberance will continue

Maybe dillution have some influence on gold to gold miners ratio.

Uranium Equities suffer from the small size of their Total Market Cap.
High National Debt will lead eventually to the necessity to drop interest rates or devalue the dollar and continue to support irrational rise in asset prices to create tax receipts via capital gains

In Uk the tipping point has already been reached

Anglo hegemony..LMAO..John please.stop..You mean ✡️..Both the East & Western world

Dang, you make me sad sometimes, John. I was just re-rereading Slaughterhouse V for the umpteenth time and it's as if nothing has changed.

The greatest deception, Christianity. Is the main cause for the fall of western civilization...We should of srayed pegasus

John, if I were half as clear-sighted and wise as you are, I would easily outclass the politicians in my country. Thank you for the enlightenment.

John did you hear what Schultz said lately ? Let's use the confiscated Russian assets, sell them and buy weapons with the money for Ukraine🤦

Awesome report as always 👏

I just saw on the news today that a current trend in China is the buying of little gold beads that were created for the purpose of preserving purchasing power. They're small enough that most people can buy them. It seems like a good idea.

Fantastic content as always John 👏👏

Missed your updates last week John Hope you’re feeling better!

I am selling...gains are good enough

Love your updates but I think you'd benefit from investing in a better microphone

GOLD AND SILVER ARE INSURANCE FOR YOUR RETIREMENT NOT PAPER GOLD OR SILVER 80% CHANCE IF YOUR 55 NOW IN 5 YEARS YOU WON'T GET IT.IF YOU DON'T HOLD IT YOU DON'T OWN IT.

ONLINE GAMBLING IS AT AN ALL TIME HIGH AND THE CASINO'S ARE MAKING RECORD PROFITS. I THINK PEOPLE ARE TAKING CASH ADVANCES ON C.C. TO HIT IT BIG AND TAPPING IN TO 401K TO GET LUCKY.

Nobody wants commodities because they are usually a looser. The rare times they win is right after the world gets super greedy, like the Roaring 20's. Wonder why they call it the roaring 20's?
Thanx again John.

you know native whites ain't getting reparations in 100-200 years once they're the minority:(

Good to have you back 👍

70% investing. 30% political rant. Good mix I think John.
cheers.
I love a rant from anywhere on the politial spectrum. Why not listen?

John, excellent as ever!!!
Greetings from Germany.
Marcus

John asking what America does well. Meanwhile.. the rest of the world…

How stupid can you be. Of course the US confiscated the Russian assets. They are active belligerents and need to be reined in. You, as ex-military should understand that. 🤷‍♂️

I,AM RETIRED FROM TALEN ENERGY JUST KEEP WORKING DEALS TO SELL JUCIE ON OFF PEAK TIMES I NEED MY PENSION.

Bullseye again John. We are the authors of our own doom.

John, this was an excellent broadcast,

GLD added almost 16 tons on Friday, finally reversing outflows. This indicates western buying and is bullish for gold. The fact that precious metals and the miners did not drop on hotter than expected inflation numbers on Thursday is also really positive...the best investment opportunities at the moment are miners, in particular silver miners and pot. Giddy up.

The waste argument of renewables is true but nuclear waste is of a different quality (maybe much worse???) and requires enormous (eternal???) resources to do it right. Reactor safety is nowadays not an issue from a nuclear engineering perspective but what about terrorism??? Every form of energy generation has negative side effects. The only "perceived green" solution is back to the stone age. Germany's leaders seem to want to become pioneers of that sort of societal transformation. What is the "right" solution for energy generation? Maybe something of everything?

Great video John, i think you have pretty much nailed it regarding the world at a glance lol.
im bullish in uranium still and the metals and commodities in general but unsure if theres a crash coming and how they will be effected. Regarding our illustrious leaders they are spoilt and greedy and full of their own self importance and trying to keep control over the future for their own gains and nothing to do with whats best for the people.
Anyway keep smiling and keep up the great work👍

This is a great point on nuclear and AI. Just hadn't thought of it!

Bitcoin miners like to mop up excess cheap electricity.
I don't know how AI works but speculate it could work in a similar way.
On the othet hand it may seek complete certainty which would be offered by nuclear generation compared with even small blips created by intermittent power like solar and wind.
A knowledgeable person may explain the situation with AI.