Republic Risk: A Speculative Play in Uranium?

The Biden Administration changed some rules in the middle of the war... and now U.S. uranium nams are looking to benefit (that includes the insiders at the companies, too).

Tech shares are pulling the market lower today, while oil continues to drip lower. A firmer U.S. dollar is playing a much bigger role, but earnings season continues to kick like a mule for some major players. Shopify fell another 18% this morning on weaker guidance. The weakness in oil on rising inventories is interesting as we face the summer driving season. It’s fast becoming time to target some longer-term names in the space - particularly upstream and downstream - as oil prices should move much higher next year due to a lack of capital to bring crude to market.

What to Do Today: Don’t Sell in May and Go Away

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Dear Fellow Expat:  

We traditionally discussed insider buying in the markets on Wednesdays. But three things. The flow of readers from Prosperity Pub fueled a decision to continue an Insider-focused product at Republic Insider. 

Second, insider buying has been lackluster for 2023. 

It allows us to discuss various other types of “insider” buying, particularly hed…