Cameco

Forget B.T.F.D., It's Time To B.U.T.T.

"Add all of this together, and for me, I get a bull story that is not reliant on every increasing liquidity from Central Bank quantitative easing programs. This is an honest to goodness cheap asset that finally has a catalyst. Call me naive to believe the market will finally appreciate this sort of play."

Obama Admin Lied; New Memos Reveal Uranium One Exports To "Europe And Asia" Via Canada

"The more that surfaces about this deal, the more questions it raises. It now appears that despite pledges to the contrary, U.S. uranium made its way overseas as a part of the Uranium One deal. What’s more disturbing, those transactions were apparently made possible by various Obama Administration agencies while the Democrat-controlled Congress turned a blind eye."

 

Bill Gates And Other Billionaires Backing A Nuclear Renaissance

The nuclear reactors of tomorrow will not only be safer than the ones we already have – which are themselves safer than many believe – they will be much more efficient. Bill Gates’ TerraPower, for instance, has designed a traveling wave reactor, which utilizes nuclear waste. Another design, by two MIT researchers, again uses waste, mixed into molten salt. In short, the nuclear reactors of the future will utilize not just regular uranium but will take care of the waste as well – the same waste that raises so much concern among environmentalists and the general public.

Frontrunning: April 16

  • Euro zone bond yields sink to historic lows (Reuters)
  • Clinton Foundation to Keep Foreign Donors (WSJ)
  • Russia says U.S. forced it to act on Ukraine (Reuters)
  • Bankers to China's Rescue (BBG)
  • Saudi Arabia Adds Half a Bakken to Global Oil Market in a Month (BBG)
  • Valuations of Hong Kong's stock market operator go interstellar (Reuters)
  • Switzerland Attracts Fewer Firms as Politics Hurt Business Image (BBG)

Frontrunning: April 15

  • China growth slowest in six years, more stimulus expected soon (Reuters)
  • EU charges Google over shopping searches, to probe Android (Reuters)
  • A Chinese Paradox: Slow Growth Is Good, Stock Bubbles Welcome (BBG)
  • Draghi Seen Dispelling Duration Doubts About QE Program (BBG)
  • IEA Sees OPEC Supply Jumping Most in Four Years on Saudi Surge (BBG)
  • SEC Reaches Settlement with Former Freddie Mac  (WSJ)
  • Kerry says confident Obama can get final deal on Iran (Reuters)
  • Regulators Call for Short-Term Loan Changes to Handle ‘Too-Big-to-Fail’ (WSJ)
  • Florida Doctor Linked to Sen. Robert Menendez Indicted for Medicare Fraud (WSJ)

Frontrunning: April 10

  • Nikkei tops 20,000, Europe hits 15-year high (Reuters)
  • GE to sell real estate holdings, sets $50 billion share buyback (Reuters)
  • Iran’s Middle Class Plans for Life After a Deal (BBG)
  • Walgreens to Close 200 Stores as It Expands Cost Cuts (WSJ)
  • Hillary Clinton expected to announce presidential run as soon as this weekend (Reuters)
  • It will cost $1.5 billion to keep Deutsche Bank Libor Manipulators out of prison  (USA Today)
  • Police Cameras Bring Problems of Their Own (WSJ)
  • Obama says concerned China bullying others in South China Sea (Reuters)
  • Investors Revive Appetite for Asian Junk Bonds (WSJ)

Frontrunning: February 9

  • Greek Risk Draws Global Concern on Lehman Echo Warnings (BBG)
  • Merkel to urge caution in U.S. as pressure builds to arm Ukraine forces (Reuters)
  • West Races to Defuse Ukraine Crisis (WSJ)
  • German-French Push Yields Ukraine Summit Plan With Putin (BBG)
  • Swiss Leaks lifts the veil on a secretive banking system (ICIJ)
  • Italy Lenders Seen Cleansing Books Amid Bad-Bank Plans (BBG)
  • G-20 Finance Chiefs Face Tough Test in Istanbul (WSJ)
  • Demand for OPEC Crude Will Rise This Year, Says Group (WSJ)... or rather prays
  • U.S. Banks Say Soaring Dollar Puts Them at Disadvantage (WSJ)

Frontrunning: September 23

  • U.S., backed by Arabs, launches first strikes on fighters in Syria (Reuters, BBG)
  • But not all all back: Turkey Bars Kurds From Entering Syria to Fight Islamic State (BBG)
  • Dollar Weakens on Airstrikes; Europe Stocks Drop (BBG)
  • Ready for Rate Riot? Emerging Markets Set to Follow Fed (BBG)
  • White House fence jumper had ammunition, machete in car, prosecutors say (WaPo)
  • El-Erian "would have done things differently" (Reuters)
  • Eurozone business growth slows in September, PMI survey finds (BBC)
  • Shrinking Bond Desks Taken by Journeymen as Masters Fade (BBG)
  • Manufacturing Rebound Relieves Growth Concerns in China (BBG)
  • Former Trader Quits Playboy Club to Open Own Restaurant (BBG)

Frontrunning: August 21

  • FTW: Europe Stocks Rise as Data Signals Need for Stimulus (BBG)
  • More de-escalation: Dozens die in Ukraine in street battles, Donetsk shelling (Reuters)
  • Calm largely holds in Missouri after grand jury opens shooting investigation (Reuters)
  • Attorney General Eric Holder Vows Thorough Probe of Ferguson Shooting (WSJ)
  • World’s Biggest Wealth Fund Slows Emerging Market Investment (BBG)
  • Market Chilly to Argentine Debt Proposal (WSJ)
  • Israeli air strike kills three Hamas commanders in Gaza (Reuters)
  • Retooled Hamas Bloodies Israel With Help From Hezbollah (BBG)
  • Investors Pour Into Vanguard, Eschewing Stock Pickers (WSJ)
  • Fed Debates Early Rate Increases (WSJ)

Frontrunning: March 14

  • Ukraine anxiety triggers flight to safety, stocks tumble (Reuters)
  • Woodrow Wilson’s Ukraine Failure Foreshadows West’s Dilemmas (BBG)
  • Fortress Executives Join Peers Selling Stock After Rally (BBG)
  • 303 Deaths Seen in G.M. Cars With Failed Air Bags (NYT)
  • Putin Deports Executives for Speeding as Sanctions Loom (BBG)
  • Russia blocks internet sites of Putin critics (Reuters)
  • China Bond Risk Exceeds Ireland as Defaults Unavoidable (BBG)
  • China H-Shares Post Biggest Weekly Drop Since October (BBG)
  • Surge in Rail Shipments of Oil Sidetracks Other Industries (WSJ)
  • Blackstone’s Home Buying Binge Ends as Prices Surge (BBG)

Frontrunning: February 3

  • Emerging-Market Rout Seen Enduring on Low Real Rates (BBG)
  • After rocky January, markets eye data and central banks (Reuters)
  • Europe will feel the pain of emerging markets  (FT)
  • Lloyds delays dividend prospect after mis-selling charge (Reuters)
  • Snow Set to Snarl New York Commute as U.S. Flights Halted (BBG)
  • Rate Decision to Drive Yellen's Early Agenda  (Hilsenrath)
  • Thai protesters move to downtown Bangkok in bid to topple PM (Reuters)
  • China says Japan's 'hype' on air defence zone spreads tension (Reuters)
  • Hedge funds seek 1.8 billion euros damages from members of Porsche's owning family (Reuters)