NASDAQ EXPLODES FOR NEARLY 4% — LARGEST GAIN SINCE MARCH 2021

I actually lost money like a clown, since I was in all of these fucking ag and oil names — which as you know were clown-shoed lower on rumors of more oil magically appearing out from the darkest corners of the planet.

None of that is important anymore — for war is still very much on the horizon and the idea of peace, although nice and fanciful, is most likely on par with gay giraffes driving iced cream trucks around SOHO.

RUSSIAN DELEGATION WILL NOT CONCEDE ANYTHING AT PEACE TALKS

Towards the end of the session in between licking my wounds, I was able to close out numerous day trades at a profit and halved my losses to just over 2% for the day — bad but not disastrous. I know the market was up most since March 2021 — but I wasn’t playing the bounce and I have been up everyday the past two weeks whilst markets for drubbed. I am now EAGERLY long uranium stocks after news and chatter that Russia might restrict their export of the resource — due to US sanctions. Russia is the chief exporters of downstream uranium, enriched, even supplying US with roughly 20% of its annual needs. The play here isn’t Russia alone but Kazakhstan too — who is by far the largest exporter of upstream Uranium. It should be noted Russia is more or less in control of the country, although they’ll pretend to be independent. If Russia forms a block with its allies to restrict all of their resources, namely uranium, the price is going to fly.

Hence the outsized gains in stocks like DNN, UEC, UUU, LEU, CCJ, NXE and URG today.

Also after the close, I got dumb lucky with a CRWD long, spiking hard on an earnings win.