In Today’s Masters in Trading: Live Welcome to the first Masters in Trading LIVE of 2026! Today, we're kicking off the new year with an old theme I've had my eye on since 2016 – uranium. Regular viewers know I don't treat uranium as a short-term trade. Just like drones, biotech, and a whole slew of other sectors I’ve covered here, uranium offers a structural market opportunity you need to understand for 2026 and beyond. And just like those sectors, it all comes down to a key supply and demand dynamic that most investors simply don't understand. Here’s the truth… The global uranium market is "structurally short." Translation? The world uses more uranium than it produces. That’s true even after accounting for mine restarts, new projects, and inventory drawdowns. Using data from the World Nuclear Association, three things become clear… One: Uranium supply can't respond quickly to higher prices. You can't just flip a switch and produce more. Two: Utilities must secure fuel years in advance. They're locked into long-term planning cycles. Three: This cycle is different from other commodity booms we've talked about – and potentially more lucrative. Put it all together, and Uranium’s structural supply issues offer an exponential opportunity that’s simply not on most traders’ radars. This is a foundational episode for anyone following the uranium space in 2026. It’s about understanding market structure, and knowing why price stability can be just as powerful as price spikes. So make sure to join me for today's episode of Masters in Trading LIVE at 11 AM EST, where I'll highlight five uranium names that, in my view, offer compelling value within this structure — including a royalty company I own — and explains the specific role each plays in a diversified uranium exposure.  | Recommended Link | | | | The White House has tapped a few companies to lead the AI arms race, and their stocks are erupting. One soared 400% in just a week. Now, Luke Lango is naming the next potential winner — one he believes could follow in Nvidia’s footsteps. Get the name and ticker here. | | | | Got a Question? | Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, |
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