Market Radar: Oil’s Climb, Iran’s Threats, and What Markets Are Missing
Crude oil is spiking as Iran tensions rise. Geof unpacks what’s driving markets — plus inflation, rare earth deals, and a surprising silver breakout.
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Tag: energy – nuclear
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Market Radar: Amazon’s Energy Shift, Iran’s Uranium Standoff & the Pork Price Pop
Amazon eyes nuclear power, pork prices are rising, and Iran’s back in the news — Geof explains how these stories connect and what they mean for the markets.
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Amazon’s Quiet Bet on Nuclear Power
Amazon is putting new AWS data centers near nuclear plants — and that might say more about energy’s future than any headline. Geof breaks it down.
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AI Can’t Eat If the Grid’s Starving
AI needs power — and lots of it. Geof explains why the real winners of the AI boom might not be tech stocks at all… but something far more elemental.
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Market Radar: AI, Aluminum & Uranium — The Power Problem No One’s Ready For
Geof explains how AI, aluminum, and uranium are converging into a power-hungry trifecta — and why it’s moving markets in unexpected ways.
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Germany’s Nuclear Reboot Could Spark a Uranium Boom
Germany just did a nuclear 180 — and it could supercharge uranium demand. Geof explains what this energy pivot means and how he’s positioning for it.
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Market Radar: Germany Goes Nuclear, Oil at a Crossroads, and Moody’s Sparks Gold
Germany stuns with a nuclear pivot, oil sits at a tipping point, and Moody’s shakes up the bond market — Geof Smith breaks it all down in this week’s Market Radar.
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Market Radar: Gold’s $100 Rebound, Tariff Warnings from Walmart, and TEX as a “Pick & Shovel” Play
Gold surged $100 overnight — and that’s just the start. Geof Smith breaks down the market’s reaction to this morning’s data and the “pick & shovel” play he’s eyeing now.
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Market Radar: Soybeans Surge, Cattle Spike, and Crude Perks Up
Soybeans and cattle are spiking, crude’s turning, and gold’s pulling back. Geof breaks down what’s driving it all — and what he’s watching ahead of Thursday’s data dump.
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Market Radar: Uranium’s Quiet Climb — and Three Other Market Moves You Might’ve Missed
Uranium’s heating up, gold’s cooling off, and gas prices aren’t budging. Geof Smith breaks it all down in this week’s episode of Market Radar.
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Market Radar: Gold’s Next Move, Copper’s Breakout Risk, and a Cattle Crisis You Probably Missed
Gold’s still strong, copper’s heating up, and a 75-year cattle shortage might keep pressure on inflation. Geof breaks it all down in this week’s Market Radar.
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The U.S. Military Is Quietly Funding Nuclear Reactors
Geof reveals the Pentagon’s quiet plan to power military bases with small nuclear reactors — and the two publicly traded stocks that could benefit.
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