Day: June 22, 2026

SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It. a2539fd6-cca5-4ddc-a7e8-b997b2e2f27d

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SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.

Market Spectator June 22, 2026

NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B...

Oil Is Still the Most Important Trade in the Market 8fbad985-f5a1-4095-a532-c92f777f5a7a

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Oil Is Still the Most Important Trade in the Market

Market Spectator June 22, 2026

The Strait of Hormuz is still disrupted. XOM, CVX, OXY, and COP are still printing cash.