Rotation

I anticipate a breakout on crypto this week coming.

 

I wouldn’t bet against you, the COIN and MSTR calls were on fire last week!

 

Yeah but something just a bit odd about bitcoin atm, was just looking at it and it's lethargic.
ETH as well since June has been whacked hard.
Anyhow, in October it may all ark up, but just right now I'm not quite convinced.
If I look at IBIT, 5 minute chart, there's this sell off end of day, so makes me suspicious.

 

What about nuclear energy? Builders, suppliers, ...

 

Not sure what you're meaning?
Nuclear energy I translate back to uranium price

But with U2 I look at SRUUF ETF for a gauge. Just a tad early yet for conviction on a new uptrend imo.
Builder suppliers, ya, not anything I watch, not really much interest as too many other things to choose from.

I hold Paladin.

 

NLR and FLR up huge today. I think because tech firms are going nuclear for nuclear

 

That was a great call!

 

Strong sectors atm: Gold, Silver, Uranium, Crypto, Banks

 

This uranium stock baby up 26%, nigh on 100% for the month.

 

Weak sectors, by looking at year to date gains / losses are;
Mostly all metals, rare earths, nickel, Iron ore, Lithium, Steel.
Toronto Exchange metals sector is outperforming Australian.
Metals sector won't get going properly until early next year imo.

Energy sector has been weak, my hunch this is turning around, the last few days weakness is a short te,rm pullback before marching higher imo.
Oil & gas sectors may become a dirty word like coal, as lithium / batteries / uranium / solar / wind / renewables take over.


BHP, a general metals bellwether.
This year dismal for BHP.