![\"\"](\"https:\/\/i0.wp.com\/predictmag.com\/blog\/wp-content\/uploads\/2023\/10\/nuclear-power-plant-4529392_1280.jpg?resize=1200%2C800&ssl=1\"){kind=spacer}
<\/p>\n\u201cExcerpts\u201d<\/p>\n
\u201cYou may not be interested in nuclear,\u201d said Byron, \u201cbut nuclear is interested in you.\u201d<\/p>\n
<\/p>\n
This is a sector that\u2019s strong, showing no signs of letting up.<\/p>\n
\u2192 Long-term underinvestment (undervalued)<\/p>\n
\u2192 Rising demand (especially in China)<\/p>\n
\u2192 Geopolitical trends in its favor (Russia as a supplier)<\/p>\n
\u2192 Yellowcake price going up.<\/p>\n
\u2192 New technology for nuke power on rise (SMR)<\/p>\n
Summary: Nuclear is a good place to be.<\/p>\n
Byron\u2019s bullish on oil for many of the same reasons.<\/p>\n
\u2192 Long-term underinvestment<\/p>\n
\u2192 \u201cRenewables will NOT DO IT!!!\u201d<\/p>\n
\u2192 (They\u2019re not really renewable)<\/p>\n
\u2192 Legacy companies politically disfavored<\/p>\n
![\"\"](\"https:\/\/i0.wp.com\/predictmag.com\/blog\/wp-content\/uploads\/2023\/10\/refinery-3613526_1280.jpg?resize=1200%2C800&ssl=1\")
<\/p>\n
The well-run oil companies basically have a license to mint cash.<\/p>\n
Even more, says Byron: \u201cThey will sell their kidneys before they cut dividends. Write that down.\u201d<\/p>\n
The Big Oil companies that are well-run will make you money.<\/p>\n
It\u2019s as simple as that.<\/p>\n
3. Copper is Going UP.<\/p>\n
Finally, there\u2019s copper.<\/p>\n
\u201cWhile water is life,\u201d said Byron, \u201celectricity is quality of life. Electricity means copper. In order to go green, you have to go red.\u201d<\/p>\n
![\"\"](\"https:\/\/i0.wp.com\/predictmag.com\/blog\/wp-content\/uploads\/2023\/10\/copper-72062_1280.jpg?resize=1200%2C803&ssl=1\")
<\/p>\n
In copper, we\u2019re seeing a perfect storm. The low-hanging fruit has been picked.<\/p>\n
\u2192 Depleting ore deposits<\/p>\n
\u2192 Higher input costs<\/p>\n
\u2192 Rising energy costs<\/p>\n
\u2192 Rising labor costs<\/p>\n
\u2192 Water scarcity around the world<\/p>\n
In short, says Byron: \u201cCopper is a GREAT place to be.\u201d<\/p>\n
Author: Chris Campbell<\/strong><\/p>\n Source: AltucherConfidential<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":" \u201cExcerpts\u201d 1. Nuclear is Going UP. \u201cYou may not be interested in nuclear,\u201d said Byron, \u201cbut nuclear is interested in you.\u201d This is a sector that\u2019s strong, showing no signs of letting up. \u2192 Long-term underinvestment (undervalued) \u2192 Rising demand (especially in China) \u2192 Geopolitical trends in its favor (Russia as a supplier) \u2192 Yellowcake […]<\/p>\n","protected":false},"author":1,"featured_media":5752,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[208,207,63,107],"tags":[10,309,308],"class_list":["post-6058","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-currency","category-funds","category-news","category-today","tag-investment","tag-nuclear","tag-oil"],"yoast_head":"\n