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Feb 25, 2019

Management teams tell the story they want you to know… not the one you need to know.

Sometimes they’re one and the same. Other times… not so much.

It can be tricky to know what stories to believe… and which ones don’t add up. After all, they all sound good.

Wall Street is chock full of rosy projections and...


Feb 19, 2019

Nuclear power has had a bad rap for 50 years…

Talk about believing myth over reality.

My guest today is world renowned nuclear advocate Michael Shellenberger [10:46]. For years Michael campaigned against nuclear power, espousing the virtues of renewables like wind and solar…  

But then—after much study and a hard...


Feb 14, 2019

I’ve got a special treat for you this Valentine’s Day…

In the uranium and nuclear power world, all eyes are on the outcome of Section 232.

The recommendation to the president by the U.S. Department of Commerce is expected by mid-April… and could have broad implications for the industry.

Today I’m talking with...


Feb 11, 2019

In the late 19th century, accountants wore green eye shades. Their attention to detail was so acute… and the shades lessened eye strain against candles and early incandescent lights.

But today’s government bean counters shouldn’t trouble themselves with details while reviewing a copy of the Green New Deal, the...


Feb 4, 2019

I’m a fundamental analyst. Numbers speak to me.

But that’s just one way to invest.

Sometimes the numbers don’t tell the whole story… That’s when pictures help.

My guest today is David Keller, former chief technical strategist for Fidelity Investments and founder of Sierra Alpha Research. David has charted the...