Founders AM: UBS Gets Serious on Uranium

Goldman Raises NVDA Target to $1200

Housekeeping: Good Morning.

We picked up some new Founders. Welcome. The almost daily Founders AM post is very current financial insight newspaper type stuff. Noone else does this (ZH can if they wanted to). If we see something related to all our interests, (like Gold etc) it will be here first, and sometimes here only.

Don’t feel compelled to read all of it daily. You will develop preferences in whose research you like to read just like we do. But these are the best morning comments by institutional trading desks in the market that we sometimes get and share.

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Contents: UBS on Uranium (long read), Goldman on NVDA, BCA Covers Gold shorts

1. News Headlines

2. Trading Desks

3. UBS Chief Econ Voice Note

4. Also: BCA - these guys wrote the negative piece on Gold compared to Bitcoin…..got tactically short gold.. covered for loss.. still long Bitcoin