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National Infrastructure Bank, President Trump, Uranium Record
Good morning Investors! As promised–and after several pieces of this broad discussion have been delved into elsewhere in the recent past by Yours truly in other appearances–I’m wrapping it all up in my 2025 thematic overview on The National Infrastructure Bank, the Uranium Market, and the upcoming Trump Presidency:
So RIGHT HERE you’ll find the jam-packed long-form episode of Your Money Today on the theme “Let’s Do The Math.”
In a mere nine more days, after he’s inaugurated, President Trump is going to be getting a LOT of “math lessons” :
–> On Capitol Hill, the math is unlikely to work for his “One Big, Beautiful Bill” to get passed…so it won’t be long before we see some acrimony and gridlock slowing down the president’s agenda (and with the Democrat Party as gleeful observers by and large, counting the days until the 2026 mid-terms.)
–> In the markets, the U.S. Treasury market in particular is already delivering a MAJOR reality check to the incoming administration on the horrid fiscal math facing America.
In this YMT Episode, in fact, I probably understate the extent to which the bond market vigilantes might make hash of the Trump Agenda, a la the beginning of Bill Clinton’s term in 1993 (made famous by the below quip from James Carville.)
But that’s only part of the misery that bond markets portend for Trump 2.0…and for America.
Perhaps THE single most important macro issue I’m discussing these days–necessarily one I spend the most time on in THE PODCAST–is evidenced by the chart below.
And it affects everything from Trump’s tariffs game plan…to the stock market…commodity prices…our national security, especially from a critical materials/energy independence standpoint…and more.
There are reasons why the U.S. has to pay more than a full 3% higher rate to borrow money for 10 years than does China.
They’re not pretty; and speak even more to China’s being pulled ever more into the grip of a deflationary vortex than anything.
Indeed, as I explain, one wrong move and we ALL go down with China for a while!
This is why I insist that (are you sitting down?) President Trump has not gone nearly far enough in a lot of his economic “MAGA” game plan…
…which, as I explained a couple days ago in THIS DISCUSSION with Mike Fox at The Prospector News, must include an America-centered National Infrastructure Bank that would, among many other things, insulate our own efforts to build/rebuild critical infrastructure, energy/transmission supply chains and more free from being undercut by global market pricing.
Look: I, for one, have nothing against China. More power to them for being able to manufacture all manner of goods at lower prices than “the West.” That’s how things were set up back when; largely by America and other developed nations to make China a cheap global manufacturing hub.
But now the economic and security imperatives are different. Fair enough. But this is why the Trump Agenda must craft an adequate infrastructure including the foundational banking/finance one that can support our values…our prices…our need/desire to pay First World wages for First World infrastructure…and all the rest.
This is why the Coalition for a National Infrastructure Bank deserves the support of ALL Americans.
Let your own Member of Congress and Senator know about this and ask them to sign on. I expect–and will be working with many others toward–an updated version of this bill (which ended the 118th Congress stuck in committee, but with nearly 50 co-sponsors) being introduced anew soon.
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Lastly for this weekend, I also discussed in the new YMT podcast how the math impacts–for good or ill–various sectors we’re watching as investors.
And as you may already know from other recent interviews and such I’ve sent to you in the recent past, uranium is one of my top three sector themes among natural resources.
In my recent sector “deep dive” with Scott Melbye, we both discussed the reasons why we are as bullish on uranium today–with the spot price around $75/pound–as we were at the bear market low sub-$20/pound.
The above chart is one reason why.
I advise you to go back and WATCH our discussion from last month, where we discussed this particular dynamic.
And if you’re a current Member, be ready for additional recommendations to even further bolster our uranium and nuclear energy holdings in the very near future.
All the best,
Chris Temple
Editor/Publisher
Saturday morning, January 11, 2025
Don’t forget that you can follow my thoughts, focus and all pretty much daily ! ! !
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