Higher for Longer, The Nuclear Renaissance, AI’s First Inning, Luckin Coffee’s Come Back

On this week’s episode of Trends with Friends we review Higher for Longer, Reading Sentiment, the Nuclear Renaissance, AI’s First Inning, Price Relative Strength Meets Social and Luckin Coffee’s Come Back.

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Chapters

(0:00) Intro
(1:08) Eyes Automatize
(2:32) Welcome Ram Ahluwalia
(3:39) What is Lumida Wealth?
(5:07) Higher for Longer
(11:00) Great Depression Headlines
(11:50) Reading Sentiment
(14:44) US Dollar Deep Dive
(17:36) The DeDollarization Hedge
(22:07) Howie’s Heebie-Jeebies
(22:17) Micro Nuclear Reactors
(25:47) Nuclear Renaissance
(29:19) The Confluence of Fundamentals + Technicals
(31:26) AI’s First Inning
(34:32) The Semiconductor Cycle
(38:56) Simple Uranium Exposure
(43:05) India Banks + Travel
(44:17) Price Relative Strength Meets Social
(48:28) Tesla’s Trick
(52:09) Prospect Theory + Socio Behavioral Economics
(58:40) Luckin Coffee’s Come Back

Featured Links

Lumida Wealth’s Newsletter
Howie's Momentum Lists 
Luckin Coffee’s Come Back
Chart Summit 2023 Replay

And here are this week’s Featured Charts,

The Strength of the US Dollar.

The US 10-Year’s 16-Year Highs.

War & Inflation ignite the Nuclear Renaissance.

Uranium’s past bull markets.

BofA’s Uranium Supply + Demand Forecasts.

Uranium Stocks to Watch.