Portfolio Update
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Portfolio Update
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Mailbag – Subscriber Questions
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Talen Energy ($TLN) Expands its Deal with Amazon
Good news on the tape. One reason Talen Energy ($TLN) stock price is up so much in the past year is a deal they did with Amazon to provide nuclear energy from its Susquehanna plant to Amazon’s nearby data center. This morning, the companies announced an expansion of that deal with Talen now supplying electricity … Read more
Portfolio Update
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Portfolio Update
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New Nuclear
I’ve been reading and thinking a lot about nuclear power recently. There are billions of people around the world who want a higher material quality of life. That correlates almost 100% with higher energy usage. In the US, we want to electrify everything, but don’t have the energy infrastructure to support all the EVs environmentalists … Read more
President Trump Just Put in a Bid on Uranium
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Uranium in Greenland
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Market Trading Down – Let’s Discuss
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