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Trade Initiation: Overweight Uranium and Uranium production


We again recommend overweighting the Global X Uranium ETF (URA) relative to the iShares MSCI All Country World Index ETF (ACWI). The long-term bullish narrative laid out in our prior trade initiation remains true while newly enacted, but not yet enforced, sanctions on Russian uranium should further support the price of uranium. We return to the theme with an overweight recommendation on improving technical indicators.

Ned Davis Research | Thematic | Investment | N/A

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