FAANG 2.0: Copper, Missiles & Resource Rockets - Bizarro World 269

We're all smart again as many asset classes are bullish and had a good week last week. 

The S&P is back to bullish. Rates are bullish. Gold and Copper are bullish. Oil is bullish. Bitcoin is bullish. And I could go on. 

We do go on about it in the 269th episode of Investing in Bizarro World. 

We also get into why, which includes relatively decent economic growth and commodity prices that are pushing inflation higher. 

Or is it inflation that’s pushing commodity prices higher? We talk about that and other market-driving factors. 

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We also talk about the emerging concept of FAANG 2.0, and a new group of stocks set to rise like the FAANGs of old, but for different reasons. 

There’s a quick note on silver buddying up to gold, and the technical levels to watch in the precious metals space.

And then a deeper dive on changing uranium fundamentals and narratives. 

Plus: a small tech stock we’ve been buying. 

It’s all in the 269th episode of Investing in Bizarro World. You can watch the full episode here. 

0:00 Intro
1:29 Everyone Is Smart Again: Stocks, Rates, Dollar, Gold, Copper Oil All Bullish
6:10 Copper, Missiles & Resource Rockets: FAANG 2.0
15:58 Silver Buddies Up with Gold
18:30 Uranium Chooses a Side
26:33 Market Watching: MineHub