Uncertainty correlates well with the number of posts on this thread is my theory.
Inverse correlation though - high uncertainty low number of posts.
REA CBA bullish
FMG IGO not so much
SPX bullish France not so much
Shanghai comp TSX not so much.
XJO not sure either way our Goldies not sure either.
Thinking out loud on uranium in Australia as energy it just doesn't seem popular enough politically.
Base load will be needed to assist renewable sources coal is not popular either so that leaves gas in my view.
Doesn't matter how green people are they will still want a warm house and hot shower with cooked food.
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