Persistent Delusion Among the American and NATO Defense Establishment

Cameco Sees As Many As 20 AP1000 Nuclear Reactors On The Horizon Cameco leadership recently made announcements during their 2026Q1 earnings call regarding an expectation that as many as 20 AP1000 reactors will be announced for construction with support from the Department of Commerce (DOC) and the Department of Energy (DOE).  Grant Isaac, the Chief Operating Officer and President of Cameco, provided some color on the call for the difference between the different department efforts and the stages of discussions under each.  We covered the announcement from the DOC at length last...

Goldman Maps Retailer Exposure To Working-Poor Consumers As Gas Soars With the nationwide average gasoline price accelerating above the politically sensitive $4-per-gallon level, and the consumer backdrop for low-income households darkening, Goldman analysts published a note on Wednesday identifying which big-box retailers have the greatest exposure to working-poor households. "Our economists expect spending headwinds from higher inflation to weigh on growth for the rest of the year," Goldman Sachs Managing Director Kate McShane wrote in the note. She covered how Goldman analysts raised their Brent forecast for the fourth quarter of...

Gen. Francis L. Donovan, the head of US Southern Command, visited Venezuela on Wednesday and met with Venezuelan Acting President Delcy Rodriguez, a visit that came less than two months after the US attacked Venezuela and abducted President Nicolas Maduro. According to a press release from Rodriguez’s office, during the meeting, both sides “agreed to […]