Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...more

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This Winter Storm Is A 17-Year Stress Test
9 days ago
Good article. More huge demand will come relatively soon from quantum computing to add to the problems. I am making nice money with investments in GEV, PWR, STRL and others in the power supply chain. James
Markets May Exaggerate The Risks Of Venezuela And Greenland
12 days ago
Good article. Regulation prevents many resources being used near where they exist. France and gas is one example - France has significant estimated shale gas reserves, potentially enough for decades, making it one of Europe's most promising countries for this resource, but a ban on hydraulic fracturing (fracking) since 2011 prevents extraction, leaving the true extent and economic viability unknown, though the government has maintained the ban despite calls to explore it.
Meta Signs Deal With Bill Gates’ Terrapower To Build Up To 8 Advanced Nuclear Reactors In US
22 days ago
Any idea if and when Terra Power will become listed?
In this article: META
Is This The Breakout?
22 days ago
Do you think the USD will continue to strengthen?
In this article: QQQ, IEF, SPY, UUP
The 2026 Power Play: Why The Grid Is The Trade That Matters
1 month ago
I have PRIM, PWR and STRL. All should benefit from these developments.
The U.S. Economy Is Stronger After One Year Of Trump Administration
1 month ago

Good article, thank you. It adds important points to those in my recent article - https://talkmarkets.com/content/stocks--equities/invest-in-us-exceptionalism?post=5

Nuclear Power Is Having Its Moment (And Most Investors Are Missing It)
1 month ago
good article but fails to name the utility - We’ve been tracking one particular utility that checks every box mentioned here: operates nuclear reactors providing 24/7 baseload power, controls transmission infrastructure in the nation’s largest data center market, and is moving forward with SMR development.

Yet the stock still trades well below its 2022 peak, despite the fundamental picture being dramatically stronger.

That disconnect won’t last forever.
Best Nuclear Stocks To Buy For The Long-Term
1 month ago
Hello Ana, I also own GEV. They have a jv with Hitachi Nuclear and the share price has done super well with more upside still to come. Bye. James
In this article: CCJ, LEU, CEG, SMR, OKLO
Best Nuclear Stocks To Buy For The Long-Term
1 month ago
Good article. I also own NNE, BWXT and NKLR in the nuclear sector
In this article: CCJ, LEU, CEG, SMR, OKLO
The US Manufacturing Sector Wins While Net Zero Destroys Industry Elsewhere
2 months ago

Thank you Ayelet and Mike, 

Here is my attempt - https://talkmarkets.com/content/stocks--equities/invest-in-us-exceptionalism?post=531078

I shall check with TM's bossman to see if there is a glitch in the system that prevents doing this in comment answer boxes.  Bye. James  

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