HeyJaredWhite Fang
Just a guy building value from scratch. Writing about money, mindset, and meaning- without debt, without noise. NOT A FINANCIAL ADVISOR, DO YOUR OWN RESEARCH BEFORE INVESTING 👍
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 28, 2026
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- Aug 21, 2026
Latest issues
Uranium Isn't Broken. The Equities Are Pricing Something Else. (opens the original)
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The fuel held its ground. The stocks didn’t. That gap is the whole story.Start with uranium itself. Spot was about $89.32 a pound on September 1 and about $89.70 on September 18, with futures opening near $89.50 in the latest reading. That’s a flat line. No collapse, no panic. Now look at the equities. Oklo peaked near $193 last October and spent September in the high $30s to low $40s, close to its 52-week low and down roughly 39 percent for the year by early September. NuScale was down about 24
Power vs. Chips: Two AI Trades, One Guaranteed Buyer (opens the original)
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Everyone’s calling this the AI trade. It isn’t one trade. It’s two, and they don’t behave the same way, so we don’t size them the same way. One side has a buyer that shows up no matter who wins the AI race. The other side is betting on which company wins it. Confuse the two and you’ll hold the wrong one too heavy.Start with power, because the numbers here aren’t a thesis, they’re a utility bill. Global data center electricity consumption is projected to grow 26% in 2026 to 565 terawatt-hours, up
Bitcoin Cleared $81,700. That's Not the Same as Confirmation. (opens the original)
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Bitcoin has had a real few weeks. Coming up from a low near $58K, it spent most of early September grinding under a level that traders had turned into a line in the sand: $81,700, the resistance CryptoQuant called out on September 12 as the number separating “this is just a bounce” from “this is a genuine new bull leg.” Six days later, on September 18, Bitcoin reclaimed $80,000 and kept going. By September 21 it was tapping $85,000 for the first time since January. As of this writing it’s sittin
India didn't flinch. Follow the money, not the mood. (opens the original)
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While the world braced for the first Fed hike since 2023, Indian equities spent the same two weeks doing something almost boring, holding their range. Nifty dipped below 23,250 on September 11, clawed back to 23,477 by the 16th, sat at 23,270 on hike day itself, then opened above 23,350 the very next morning. No panic, no cliff. That’s not resilience by accident. That’s domestic money doing the heavy lifting while foreign money walks out the door.Look at the flow data and the picture gets sharpe
The Fed just hiked. Not cut. Hiked. (opens the original)
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Let’s start there, because the headline instinct “rate cut incoming” was wrong. On September 16, the FOMC raised the federal funds rate by 25 basis points to 3.75%–4%, the first hike since 2023. Unanimous vote, 12-0. Under new Chair Kevin Warsh, not Powell a detail that matters more than people are giving it credit for.Nothing subtle about the reasoning. PCE inflation is running 3.7% annually, and the six-month annualized number is worse, at 4.1%. Warsh made the case plainly in his press confere
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