Weekly Wire
The Weekly Wire — Week of June 8–12, 2026
The week the market sold good news and bought bad news. Distribution regime, the forced-buyer rotation into defensives and cash, and the electricity tilt.
Ben Climer
The 5 Numbers That Actually Matter This Month
Your financial advisor sends you a quarterly letter. Your 401(k) sends you a statement. Neither one tells you what's actually happening. Here are the 5 numbers that matter right now — and what each one means for your money. You don't need a Bloomberg terminal. You
Uranium
The Billionaire Uranium Bet Nobody's Talking About
Bill Gates, Sam Altman, Mark Zuckerberg, and Jeff Bezos are all making the same bet. It's not AI chips. It's not crypto. It's uranium. Here's why — and what it means for your money with 583 days left on the clock.
Gold
The $7.8 Trillion Sitting Duck
There's a record $7.77 trillion sitting in money market funds. The people who own it think they're being safe. The central banks — who literally print the money — are buying gold at record pace. Here's the math nobody does.
The 100-Bagger Fantasy That's Costing You Money
I screened 8 "next 100-bagger" stocks through the most rigorous compounding framework ever published. Every single one failed. Here's what I found — and what it tells you about where the real money is hiding. Every week, someone on FinTwit or in your inbox tells you
Weekly Wire
Issue #8: The Misclassified Three — Hidden AI-Energy Plays
Three names institutional screens can't see. CLMT, CLF, and MYRG are AI-energy infrastructure plays hiding in wrong sector classifications.
weekly-wire
The Weekly Wire — April 7, 2026
Free Edition THE WEEK IN 60 SECONDS • Silver miners crashed 8.7% as SILJ got hammered on margin liquidations • Uranium sector down 6.2% across URNM and URA — profit-taking or something bigger? • Gold held $4,685 while everything else bled — flight to quality or dollar strength? • Oil pushed through
deep-dive
The Great Nuclear Reversal: Why Utilities Are Betting $440 Billion on Reactors They Once Abandoned
The Great Nuclear Reversal: Why Utilities Are Betting $440 Billion on Reactors They Once Abandoned Energy Macro Deep Dive — April 2, 2026 In December 2021, PG&E shut down California's last nuclear plant at Diablo Canyon. The utility cited "economics" and called it a "
Weekly Wire
Issue #9: The Helium Supply Shock — First Capital Deployed
First capital deployed since going to cash March 2. APD (4%) and LIN (4%) — the helium supply shock is structural, confirmed by institutional flow, and priced at a 57% discount to peers.
deep-dive
The 80/20 Portfolio: Why Real Assets Just Killed the 60/40 Forever
The 80/20 Portfolio: Why Real Assets Just Killed the 60/40 Forever Energy Macro Deep Dive — March 26, 2026 The 60/40 portfolio is officially dead. After losing 18% in 2022, another 12% in 2025, and sitting flat while gold hit $4,896 and oil trades at $94, even
Weekly Wire
FLASH ALERT — New Position: Energy Transfer (ET)
Wire flash alert: Initiating Energy Transfer (ET) at 4% portfolio weight below $19.25. Institutional options flow, 6.9% yield, $10.2B operating cash flow, 8/9 analysts bullish with fresh Truist initiation.
special-report
The AI Grid Compounder — Willdan Group (WLDN)
Everyone's focused on building more power. Almost nobody is focused on making the existing grid handle the load. One small company is — and its earnings just doubled.