- 🌍 Geopolitical conflicts, especially the Russia-Ukraine war, heavily influenced energy market volatility in 2023. - ⚖️ OPEC+’s 2.2 million barrels/day voluntary production increase deal was announced but ultimately failed due to cheating and lack of cohesion. - 📈 Global oil inventories grew counter-seasonally, signalling market oversupply despite expectations of a glut. - 🔮 Forecast for 2026 predicts a significant oil bull market driven by supply constraints and normalized OPEC spare capacity. - ⛽ Non-OPEC oil supply growth is expected to peak in 2026, with US shale production plateauing and declines anticipated thereafter. - 💡 Natural gas demand rose sharply due to increased power needs and LNG exports, supporting a bullish outlook. - 📉 Energy sector remains underweighted in major indices, presenting a contrarian investment opportunity heading into 2026. - - https://youtu.be/zJgTmTtSyto

As the US market, along with other markets such as Asia and Europe, is at an all-time high, I expect 2026 to be the year when people are reorganizing their portfolios and taking some profits. Historically, February is the month of releasing annual financial statements and people, especially value investors, will read through hundreds of pages of financials to determine whether to keep or sell the company. I expect a lot of volatility for this coming February (and a lot of opportunities as well) I also expect February to be overall down before people have time to digest annual financials and re-enter in March. ​​​​​ ​Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In January, my goal is to help 20 people without a financial background to master investing through Investing Accelerator. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals. Here's a step by step guide on how to join Investing Accelerator for free: https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get target 30% per year. During the call, we will map out exactly how you can achieve target 30%, what you are lacking, how you can improve. If you have any questions about the program, you can ask during the call as well.

- Rising electricity demand driven by AI and big data centers highlights the need for clean, reliable power sources like nuclear energy. - 🛢️ U.S. uranium production has collapsed from 44 million pounds in 1980 to under 1 million pounds in 2020, while consumption remains at about 50 million pounds annually. - 🏛️ Bipartisan U.S. government support, including the Advance Act and executive orders, is driving efforts to rebuild the domestic nuclear fuel supply chain. - 📈 Cameco’s stock price tripling signals growing investor interest and confidence in the uranium sector’s recovery and growth prospects. - 💰 Current uranium prices ($75-$80/lb) are not yet high enough to incentivize widespread new production; triple-digit prices are needed. - ⛏️ Noble Plains Uranium focuses on brownfield exploration in the U.S., leveraging historical drill data to reduce risk and build compliant uranium resources efficiently. - [🤝 Adding industry veterans to the team strengthens Noble Plains’ expertise and positions the company well for growth amid rising uranium demand and prices. https://youtu.be/qfvhYhg1Fco

- The VanEck Semiconductor ETF (SMH) offers broad exposure to the companies powering AI, cloud computing, and the global chip supply chain — but it’s far from evenly weighted - NVIDIA (~20.8%) dominates the fund, reflecting its leadership in AI GPUs - TSMC (~11%) anchors the manufacturing side of semiconductors - Broadcom, AMD, Applied Materials, Micron, and Lam Research round out critical parts of the ecosystem - Nearly 27% sits in “Others,” providing diversification across dozens of chip-related firms - SMH isn’t just a bet on one company — it’s a bet on the entire semiconductor stack, from design and manufacturing to equipment and memory - But investors should understand the concentration risk, especially with NVIDIA carrying so much weight