Clear Channel Outdoor Holdings (CCO)

[Destinator]

Catch 22 or Perfect Storm?

Imagine this:

At least three banks have experienced issues with enormous trading volumes. Jan 2, 2018 was a disaster for the discount brokerage industry. It was not much better in the couple of days following either. Some are issuing apologies to their client base for the inconvenience. Oh wait. You don't have to imagine. This is already occurring. Stay with me on this.


Now think about this:

Once investment discussion board is having trouble handling the volume of posters on their Investment social media site. Their error message states that their engineers are working around the clock trying to fix it. I believe it but are they doing all they can with what they have? Are you still with me?

Investing/trading/and discussion boards has become a booming business and the success of this industry seems to be victimizing the industry itself. I wonder how much electricity this industry is going to need to fuel all the new computing capacity that will be required to keep trading running smoothly and discussion boards being available during trading hours. What will happen when the computers have adequate capacity but not enough electricity to run them? Oh sure, I don’t believe the full extent of the Bitcoin Power supply stories …

Bitcoin Power Consumption

…but there is no question that Bitcoin transactions do consume a lot of electricity. With the advent of an AI and EV revolution on the horizon I wonder what fuel the world will need to fulfill that requirement for increased capacity. Could it be Uranium? Ya think?

And yet, the price of uranium is not rising. Or, at least if it is rising, investors have no way of knowing what the price is because the Futures market is in a coma or, like a criminal, it is not talking.

Are we to believe that not one Uranium Spot contract closed since Dec 20, 2017?

Are we to believe that no one needs Uranium anymore?

Are we to believe that we should sell our Uranium stocks because no one wants Uranium?

Are we to believe that the Uranium that is being mined is simply vanishing into thin air or being stored at the producer’s warehouses?

Lots of questions.

When will the 'credible' people with this knowledge start providing us with answers to those questions?

When the answers are provided will there be so much excitement for Uranium investors that the computers will all come crashing down again?

Should we be investing in Uranium Stocks now or wait until everything comes crashing down? Or until the lights go out and we can’t buy shares any more?

Are we approaching the biggest Catch 22 of all time and is this the Perfect Storm scenario?

It sure looks like it to me on both counts.