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BWXT Holds A Realistic Path To Expanding Nuclear Capacity
BWXT Holds A Realistic Path To Expanding Nuclear Capacity
Ananym Capital is urging BWXT to commercialize its reactor production capabilities. The investor is looking for BWXT to bring back one of their old small modular reactor (SMR) design, mPower, that was abandoned in 2017.
BWXT already produces one to three reactors each year for U.S. aircraft carriers and submarines. That steady cadence gives it unmatched experience turning complex nuclear hardware into delivered hardware on a predictable basis.
With only a handful of AP1000 units built worldwide, no other American players can claim...
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Jul 6, 2026 / Tyler Durden
"Reaching A Climax": Hedge Funds Turn Most Bearish On Yen Since 2007, As Former FX Czar Sees 20% Undervaluation
"Reaching A Climax": Hedge Funds Turn Most Bearish On Yen Since 2007, As Former FX Czar Sees 20% Undervaluation
For much of the past year, when the USDJPY disconnected - initially playfully and then terminally - from 2Y yield differentials, FX traders have been asking when and how will this gaping divergence finally converge. Alas, that answer remains elusive still, even as the collapse in the yen has pushed the currency to a generational low, and become an increasingly political topic leading to a surge in Japanese bankruptcies, and a...
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Apr 16, 2026 / Tyler Durden
Can You Price In No Longer Pricing Things In?
Can You Price In No Longer Pricing Things In?
By Michael Every of Rabobank
At this point it isn’t a random walk but a determined march: markets have decided the Iran war and the Hormuz blockades are over, and everything is going to be better than normal imminently: the Nasdaq and S&P are at all-time highs and even worries over private credit are receding. In the real world, there are signs that back that stance and ones that say otherwise.
Iran warned it could sink US ships in Hormuz if they police...
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May 12, 2026 / Tyler Durden
Illinois Sued Over Allegedly Using Race As A Factor In Congressional Map
Illinois Sued Over Allegedly Using Race As A Factor In Congressional Map
Authored by Troy Myers via The Epoch Times,
A public interest law firm announced Monday it was suing Illinois over its use of race in drawing congressional maps.
The lawsuit accuses the state of violating the 15th Amendment, which prohibits government from denying a citizen the right to vote based on race, and the Voting Rights Act of 1965 in light of a recent Supreme Court ruling, which found district boundaries drawn primarily with racial considerations are unconstitutional.
The Public Interest...
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