Article
Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built
Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built
Wall Street is largely on board with the nuclear bull case. But investor patience is thinning with an industry that is enjoying both political support and demand from deep-pocketed customers, yet still struggles to this day to get any projects actually started.
We noted a similar sentiment with Barclay’s nuclear outlook, as investors increasingly want evidence of real delivery.
New research from Jefferies and Bank of America echo similar verbiage (Professional subscribers can read the full notes here at our marketdesk.ai...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
Apr 28, 2026 / Tyler Durden
The Dollar's Funeral Keeps Getting Rescheduled
The Dollar's Funeral Keeps Getting Rescheduled
Authored by Lance Roberts via RealInvestmentAdvice.com,
💰 The Dollar’s Funeral Nobody Attended
Open any finance corner of social media this week, and you will be hit with some version of the same obituary. ZeroHedge declared in December that the dollar’s death in 2026 is now a mainstream talking point, citing a WIRED piece arguing that this is the year “dollar dilution” truly accelerates. A widely circulated Dollar Collapse post this month warned that foreign demand for Treasuries is fading and that the greenback is losing its safe-haven status “in a generation.” WatcherGuru ran a headline last fall declaring rapid de-dollarization is...
Read more
May 27, 2026 / Tyler Durden
The Quiet Collapse Under The Market's Surface...It's Getting Louder
The Quiet Collapse Under The Market's Surface...It's Getting Louder
 Submitted by QTR's Fringe Finance
The market is hypnotized by headlines out of the Middle East. Every missile strike, every oil spike, every rumor about escalation with Iran sends volatility dealers and gamma-chasing algorithms into another violent intraday swing.
But beneath the geopolitical theater, a dangerous story continues to deteriorate quietly in the background: multiple areas are cracking in a way that looks increasingly systemic, and almost nobody wants to talk about it. But I won’t shut up about it.
Why? Try this on...
Read more
Jun 21, 2026 / Tyler Durden
Kremlin Skeptical That US-Iran Peace Can Be Achieved: 'Rash'
Kremlin Skeptical That US-Iran Peace Can Be Achieved: 'Rash'
If there's a 'good cop, bad cop' routine happening at the Kremlin, mostly assuredly the role of bad cop always falls to Russia's former president, Dmitry Medvedev. In his maximalist and hyperbolic threats, he can be seen as the "John Bolton of the Kremlin".Â
With Trump's decision to wage war on Iran, Medvedev's negativity and skepticism has proven right more often than wrong. He is the latest Kremlin top official to weigh in on the bad position Washington once again finds itself embroiled...
Read more




