11am update – clawing upward

US equities are clawing upward, with VIX printing 16.35.  WTIC prints $66.64.

sp’60min

VIX’60min

Summary

Even if we see some latter day cooling, with a new cycle high, its to be seen as a net bullish day.


notable stock: CCJ

Cameco being pulled upward the nuclear stocks.
Have to be bullish uranium into the 2030s.

notable weakness: INTC

I’ve no idea why Intel was up so much yesterday.
Today… is just a retrace.
Broadly… its ALL chop.
One for the October shopping list… preferably 15/13.

notable nuclear: OKLO

Powering upward, along with SMR, NNE, OKLO
To provide power to the military in Alaska.

notable miner: FCX

Freeport lower with copper.

time to cook