Fed and Trump are coalescing around STAGFLATION

Greetings, Investors! There’s a LOT to get to today — this past week’s effective “pivot” from the Fed…President Trump’s hugely-touted Executive Order to ramp up domestic production and financing (?) of energy and critical materials…and more. Keep up with the…

National Infrastructure Bank, President Trump, Uranium Record

Good morning Investors! As promised–and after several pieces of this broad discussion have been delved into elsewhere in the recent past by Yours truly in other appearances–I’m wrapping it all up in my 2025 thematic overview on The National Infrastructure…