Deflating the Risk Balloon

Reaffirming the trade thesis, taking a look at some index plays, and a new breakout with solid relative strength.

Just some quick notes as I’m still on the road. This is a combination of my thoughts from Tuesday as well as today.

I’ve Been SPAC’d

I saw the investor presentation for SVII, which is Eagle Energy. They’re a uranium miner that has some small modular reactor tech as a kicker, but the primary bet is on American deposits in Southern Oregon.

The company isn’t …