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Westinghouse targets $75bn US nuclear expansion after Trump order via Financial Times #uranium #nuclear $CCJ ⁦Cameco Corporation⁩ on.ft.com/45fwkHs

Until next week

Many humans really do like to “punch a robot” when they get a chance. It seems like more than just easy targets for vandalism. George Lucas knew this from way back.

You got to hand it to Professor Isaac at Cameco $CCJ He has played this masterfully He could bid a 50% premium (call it US$10/share) in Cameco stock And the PF ownership would be >80% CCJ & <20% Nexgen $NXE So, window is wide open if the Princes of Saskatoon want to post-fed

Wait, the nuclear renaissance didn’t end today??? Big if true.

Im convinced nuclear reactors will now become ship of theseus level pieces of infrastructure that just keep upgrading and never shut down

⁦Talen Energy⁩ Expands #Nuclear Energy Relationship with ⁦Amazon⁩ “Talen and Amazon will also explore building new Small Modular Reactors (“SMRs”) within Talen’s Pennsylvania footprint and pursue expanding the plant’s energy output” #uranium ir.talenenergy.com/news-releases/…

Dario Perkins Conor Sen Isnt this a dynamic we are more familiar with seeing with populist policies in EMs?

WHAT A WEEK! “World Bank lifts ban on funding #nuclear energy in boost to industry” via Financial Times #uranium on.ft.com/45moU5q

NEW: Ted Cruz pitched GOP senators at lunch - and Trump last week in the Oval Office - on nixing Fed interest payments to banks, saving an estimated $1.1 trillion. Here’s his fact sheet for senators:

When you see gloating charts showing solar growing faster than nuclear, remember that not only had the Western world poured well over $1T into solar subsidies since 2000 but also that funding nuclear power has literally been *illegal* in much of the world.

Nuclear policy is slowly, but steadily, becoming more rational around the world. "The ban has been formally in place since 2013, but the last time the bank funded a nuclear power project was 1959 in Italy."

ETFs in Europe are on pace to smash last year's record flows. Like in the US ppl just keep on keepin' on despite alarmist headlines. That said, European stocks have had really good year, that always helps too. Good stuff via ETF Hearsay by Henry Jim

What a miracle. Seems physically impossible.

💥💥💥💥💥💥

New version of the bill released by the Senate Finance Committee keeping #nuclear investment tax credit into the 2030s.

Tax incentives depend on the origin of nuclear fuel supply. Disallowing the zero-emission nuclear power production credit if the fuel used is produced in a "covered nation" which refers to Russia (as well as China, Iran or North Korea).

Buying long bonds on Middle East war... I will never not hate that idea.

The May Update is up at the Convex Strategies website - "Just Do It." We focus in on the flaws of optimizing to expected returns/utility and the inverse impact it has on actual returns/utility. Our advice to those struggling to make the leap to optimizing actual returns/utility,