Nvidia’s shares climbed sharply after CEO Jensen Huang addressed what’s becoming the defining question for tech investors in 2026: Can the industry sustain its unprecedented infrastructure…
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When a stock jumps several hundred percent in a year, most investors assume they’ve missed the boat. But in the memory chip sector, we’re watching something different unfold. SanDisk’s remarkable surge…
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This isn’t just another book about investing in gold.
This is a classified-level survival blueprint from a man who’s been trained to stay alive when everything else falls apart.
In his new tell-all exposé, Operation Gold Rush, former CIA officer Jason Hanson reveals how gold and silver saved his life—and how they could save yours when America’s next crisis hits.
How to hide gold on your person like a covert operative
Little-known places to stash precious metalswhere no one will find them
The 2-tier system Jason uses to protect and multiply his wealth
How to move your 401(k) or IRA into a Gold IRA—100% tax-free and penalty-free
What to do when the system fails, the grid goes down, or the markets crash
This is not theory. These are real-world tacticsfrom a man who’s been behind enemy lines, seen countries collapse, and helped Americans prepare for the worst.
And now, he’s partnered with Advantage Gold—the #1 rated precious metals firm in America—to give away this book for FREE.
Why These 3 Uranium ETFs Could Be 2026’s Most Overlooked Winners
Written by Nathan Reiff. Posted: 1/27/2026.
Summary
Many uranium mining companies have seen shares more than double in the last year amid easing regulations and a supply squeeze.
To capitalize on continued strong demand, investors might consider an ETF like URNJ or URNM, each of which provides access to a variety of uranium producers and offers an attractive dividend yield.
For a more mainstream uranium investment, URA is among the oldest and largest uranium ETFs, but its recent performance record, fees, and dividend yield all continue to justify its appeal.
With favorable regulations encouraging a boom in domestic nuclear power, several prominent uranium miners have seen their shares surge over the past year. Canadian outfit Cameco Corp. (NYSE: CCJ), one of the world’s largest uranium producers, has gained about 161% in the last 12 months.
In 2026, the uranium industry faces a supply/demand imbalance: demand has outpaced production. Uranium production in the United States remains far smaller than domestic consumption. That supply squeeze could keep upward pressure on uranium prices even as producers work to ramp up output. In other words, investors in uranium stocks could benefit both from the direct business gains of miners and from higher commodity prices.
The exchange-traded funds (ETFs) below could emerge as attractive ways to capitalize on those trends while reducing single-stock risk through diversified portfolios.
Unique Focus on Smaller Uranium Companies Poised For Growth
The Sprott Junior Uranium Miners ETF (NASDAQ: URNJ) is up an impressive 89% over the last year and is one of the few ways to build broad exposure to smaller uranium miners (mid-cap and below). These smaller producers may be well positioned to benefit from easing regulations that make expansion more attainable.
URNJ can be a useful vehicle for accessing lesser-known uranium firms, such as Energy Fuels Inc. (NYSEAMERICAN: UUUU), a U.S. producer with operations in Wyoming and Texas. The pool of smaller uranium companies is limited, however, so URNJ isn’t the most diversified uranium ETF. Still, its 35 holdings are fairly evenly weighted, aside from a few larger positions like UUUU, which accounts for more than 14% of the portfolio.
Investors bullish on uranium may appreciate URNJ’s emphasis on companies with growth potential. The fund also pays an attractive dividend yield of 2.25%. Given that focus, the ETF’s expense ratio of 0.80%—while higher than some peers—may be reasonable for the exposure it provides.
Because the two Sprott funds overlap, investors may prefer one or the other rather than holding both. One distinctive feature of URNM is its exposure to physical uranium, which provides more direct commodity exposure. At roughly 11.6% of the portfolio, the physical holding is a meaningful but not dominant allocation, appealing to investors who want closer alignment with uranium prices.
URNM has slightly outperformed URNJ over the last year, rising more than 93%, while charging a slightly lower expense ratio of 0.75%. It also pays a dividend, though its yield of 1.69% is lower than URNJ’s, which may matter to investors prioritizing income.
Strong Portfolio, Performance, and Fees
By far the largest of these funds by assets and trading volume, the Global X Uranium ETF (NYSEARCA: URA) is one of the oldest and best-established uranium ETFs. It has also posted the strongest performance among the three, rising about 110% in the last year, and offers the highest dividend yield at 3.65%.
URA’s 49 holdings provide broad exposure across the uranium industry and related supply chains, spanning different market caps and developed markets. Some holdings are major electronics and automotive companies that, while not traditional nuclear firms, participate in manufacturing components or are otherwise involved in nuclear supply chains. Cameco remains a large weight in URA, representing nearly a quarter of the portfolio.
For investors seeking a single uranium investment that delivers broad exposure, a track record of strong performance, and relatively low costs—URA’s expense ratio is 0.69%—URA is hard to beat.
I sent this essay yesterday morning during the heart of the selloff, when emotions were running hot, and narratives were forming in real time. Since then, markets have recovered a meaningful portion of the move.
That rebound doesn’t settle the question or guarantee anything about what comes next. What it does do is clarify what last week’s move was really about. This wasn’t fundamentals breaking. It was positioning, narratives, and machines reacting faster than humans could think.
With prices already moving again and uncertainty still very much in play, this framework matters even more now than it did when I first hit send yesterday morning.
Last Friday morning, $847,000 evaporated from my portfolio in under four hours.
Gold dropped 8.5%. Silver collapsed 19.8%. The mining stocks I’ve accumulated for years got hammered.
My phone buzzed with alerts. My inbox filled with panicked messages from readers asking if the thesis was broken.
I poured myself a coffee, sat down at my desk, and did something that probably sounds insane.
I bought more.
I’m not reckless, and I don’t enjoy watching money disappear, but I’ve seen this movie before, and I know how it ends.
My father came to this country with nothing. He worked jobs that would break most people. He saved every dollar he could. And he watched inflation slowly erode everything he built.
That memory lives in my bones. It’s why I’ve spent over a decade studying what actually protects wealth when the system starts cracking.
Last week’s selloff wasn’t a warning to get out. It was an invitation to get in.
Let me show you why.
The Headline That Spooked Everyone
First, let’s talk about what happened.
Kevin Warsh was nominated as the new Fed Chair. Wall Street branded him a “policy hawk.” The algorithms sold first and asked questions never.
But here’s what the machines missed.
In December 2018, Warsh co-authored a Wall Street Journal op-ed with Stan Druckenmiller, one of the greatest macro traders alive, titled “Fed Tightening? Not Now.”
They urged the Fed to stop raising rates and tightening liquidity.
Druckenmiller set the record straight last weekend in the Financial Times: “The branding of Kevin as someone who’s always hawkish is not correct. I’ve seen him go both ways.”
Think about this…
The President didn’t nominate Warsh to crash the economy before the midterms.
He nominated him because Washington wants to run the economy hot. Tax cuts. Higher refunds. Targeted deregulation. All designed to juice GDP and keep voters happy.
Running an economy hot doesn’t kill inflation. It feeds it.
The algorithms saw “hawk” and panicked. The humans who understand history saw something very different.
The Math That Keeps Me Up at Night
Core PCE, the Fed’s preferred inflation measure, is stuck at 3%. It’s neither falling nor stabilizing. Just stubbornly stuck.
Meanwhile, market-based core inflation excluding housing has actually acceleratedsharply.
The data isn’t cooperating with the “inflation is dead” narrative Wall Street keeps selling.
I’ve been writing about this for a very long time.
Even before I began publishing this newsletter, I argued that when faced with a choice between austerity and inflating away the debt, Washington would choose inflation every single time.
Nothing has changed. The math has only gotten worse.
Federal debt-to-GDP sits at record levels. Interest expense alone eats up 12-13% of tax revenue, roughly double what it was in the mid-1940s.
And unlike the post-WWII era, we don’t have a demographic tailwind. We have a demographic cliff.
Baby boomers are retiring. Immigration is being restricted. The under-20 population is shrinking.
Who exactly is going to produce the economic growth needed to service $36 trillion in debt?
Nobody.
Which means the only path forward is the same path every empire has taken when the bills come due.
They print.
Central banks can print money.
They cannot print the copper needed to build data centers. They cannot print the silver required for solar panels. They cannot print the gold that has served as money for five thousand years.
The Physical Market Tells a Different Story
Here’s what didn’t make the headlines last week.
While paper silver on the COMEX crashed to $75, physical silver premiums in Shanghai exploded to nearly 50%.
As of the latest data, the premium still hovers around 20% above Western paper prices.
In a genuine market selloff, physical metal trades at a discount to paper. Sellers dump inventory, buyers wait, and premiums compress.
That’s not what happened here. Physical premiums expanded to record levels precisely when paper prices collapsed.
The paper price is a fiction maintained by futures contracts representing hundreds of claims for every ounce of actual metal.
The physical price, what you actually pay when you want to hold something real, tells a completely different story.
Beijing understands this.
On January 1st, they classified silver as a strategic asset and limited exports. China controls 60-70% of the global refined silver market. They’re not selling to the West until domestic needs are met.
The same day Western paper prices crashed, President Xi’s remarks were published in the CCP’s official journal, Qiushi, calling for the RMB to “hold the status of a global reserve currency.”
I don’t believe in coincidences when it comes to China. They’re playing chess while Wall Street algorithms play checkers.
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Global gold mine production hit 3,672 tonnes in 2025. Up 0.6% from 2024. Up a grand total of 0.2% since 2018.
Gold prices have nearly tripled in seven years, and production has barely budged.
This isn’t a demand problem. It’s a supply problem that cannot be solved with money printing or policy changes.
You can’t will gold out of the ground. The easy deposits have been found. The remaining ore is deeper, lower grade, and more expensive to extract.
Meanwhile, investment demand for physical gold and ETFs grew 84% year-over-year to 2,175 tonnes.
Combined central bank and investment demand hit 3,039 tonnes, equivalent to 83% of total mine production.
The math doesn’t work. Demand is growing. Supply is flat. And the marginal buyer isn’t some retail speculator, instead it’s central banks who understand the dollar-based financial system is fracturing.
Gold’s share of global reserves currently sits around 24%.
During the last multipolar periods in history, 1870-1914 and 1918-1939, gold comprised 85-90% of reserves.
We’re not at the end of this move. We’re still in the first phase of the bull market.
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I’m not telling you to panic buy. That’s not how this works.
But I will tell you what I did and why.
Last Friday, when everyone was selling, I added to my positions in physical gold and the gold miners.
Here’s my framework:
If you own gold and silver:
Hold. The thesis is intact. Pullbacks in bull markets are features, not bugs.
Every major gold bull market in history has experienced corrections of 15-25% along the way. This is normal and healthy. This is how markets shake out weak hands before the next leg higher.
If you’ve been waiting to buy:
This is your entry.
You’re not going to get a better setup than a technically-driven selloff that leaves physical premiums at record highs while paper prices collapse. The divergence between paper and physical is screaming at you.
If you think this is the top:
Ask yourself one question.
Has anything changed about the debt? The deficits? The demographics? The supply constraints? The central bank buying?
The answer is no. What changed is sentiment. And sentiment is the worst possible guide for long-term investment decisions.
The Wealth Transfer Is Already Underway
Like it or not, the system transfers wealth from people who hold paper to people who hold real assets.
When you print trillions of dollars, the dollars you already own become worth less.
The things those dollars can buy, gold, silver, land, productive assets, become worth more.
The question isn’t whether gold and silver will be higher in five years. The question is whether you’ll have the conviction to hold through the volatility required to get there.
I’ve watched my portfolio drop by hundreds of thousands of dollars in a single morning.
I’ve received the panicked emails. I’ve felt the temptation to sell and make the pain stop.
But I’ve also studied history. The people who built generational wealth weren’t the ones who sold during corrections.
My father couldn’t protect his savings from inflation because he didn’t have access to the information you’re reading right now.
He didn’t understand that the game was rigged against people who held paper. He trusted the system.
I’m not going to make that mistake. And I don’t want you to make it either.
Last week’s selloff was a gift wrapped in fear. The algorithms panicked, the physical market diverged, and the fundamentals remained unchanged.
I know my answer.
What’s yours?
Double D
P.S. Here’s a screenshot of the current Moonshot Minute Portfolio. I’ve blurred out the tickers since that information is only for Premium Members, but you can see how we’ve done so far:
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One night as we were dressing Nazareth for bed, he said “imagine if my pajamas had David & Goliath all over them, wouldn’t that be cool?”. From that moment we knew we had to make it happen.
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Don’t worry, it’s nothing scary. You could even say it’s all gain and no pain.
But first, some context: There is a popular myth that it takes 21 days to break a habit.
Surely there are many habits we all would be better off breaking. But as an investor, there are particular habits that could be holding you back from reaching maximum profits.
An important one is perspective.
My “macro” approach to investing, for example, utilizes a broad “topdown” perspective to pinpoint opportunities. By examining the global big-picture trends that drive huge, multiyear moves in entire sectors of the market, I’m able to discover some moneymaking opportunities that a non-global perspective might miss.
Admittedly, U.S. stocks have delivered world-beating results for nearly two decades, but many American investors assume this delightful trend will continue long into the future.
No matter what happens next, investors should never remain “overweight” in U.S. stocks and bonds simply because they are familiar.
So, here’s where my challenge comes in.
Over the next 21 days, which brings us neatly to the end of the month, I challenge you to adjust your investing habit and look beyond U.S. markets.
Over the span of a full market cycle, a dose of international exposure can provide a helpful diversification to your portfolio, while also growing your wealth.
For 40 years, Louis Navellier has had a front-row seat to history’s greatest wealth creation events. His proprietary stock grading system — what some have called “Wall Street’s FICO score” — has helped transform everyday Americans into millionaires. During one remarkable 15-year stretch, his recommendations turned every $1 invested into $41. These aren’t just claims. They’re documented successes that have led major financial institutions to pay a fortune for Louis’ insights. But what he’s seeing now is unlike anything in his four decades on Wall Street.
To be clear, I’m by no means bearish on the United States. I think we’re still the ground zero of innovation and capitalistic dynamism.
But it doesn’t mean there aren’t other opportunities in other countries.
Let’s take a look across the Atlantic Ocean…
For decades, Europe built its economic model around openness – cross-border trade, export dependence, global supply chains, and trans-Atlantic reliability. That model worked beautifully when the global system was stable.
It works less well when trade becomes political.
Energy shocks… supply-chain disruptions… war in Ukraine… and now growing policy unpredictability from the U.S. have all delivered the same message: Europe can no longer assume that external commerce will always be reliable.
So, Europe has begun prioritizing intra-European trade and supply chains.
Over the span of decades, global investors have learned a simple reflex: When in doubt, buy America. Its companies were always among the world’s most dynamic, innovative, and profitable enterprises… and still are.
However, in a world where trade is fragmenting, policy is unpredictable, and alliances are increasingly transactional, Europe’s emphasis on internal commerce and strategic autonomy becomes a valuable asset.
In fact, we’re already seeing a pullback in U.S. reliance following last week’s India-European Union (EU) deal, which dramatically lowered tariffs on EU imports into India, creating the world’s largest free trade zone.
By itself, that’s not some headline. But it isa part of a mosaic where we’re seeing capital attempt to flow around the U.S. – instead of into the U.S.
As an investor, if you’re not monitoring other countries’ behaviors and what they’re doing with their capital, then there’s a good chance you’re missing out on some opportunities.
So, I’d like to share how I’ve reaped the benefits of investing in international stocks – and how you can, too…
Putting My Challenge Into Practice
You don’t want to ignore something just because it’s a habit, nor do you want to behave a certain way out of routine or limited perspective.
That’s why I challenge you – for the next 21 days – to begin widening your investment approach. Simply adding several non-U.S. stocks can bolster returns in today’s market.
In fact, my global macro perspective allowed me to identify a current international holding in Fry’s Investment Report at the ideal time – a luxury and lifestyle company now up 56% in 10 months.
At Fry’s Investment Report, I also recommend several foreign ETFs that are currently capturing double-digit gains and outpacing the S&P 500 by a wide margin, as I advised members to ride the potential of their countries’ transformations.
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