Determining when to jump in on nuclear energy.

Obviously the outlook and sentiment surrounding nuclear energy has morphed quite a bit. In fact, it seemed there was a concerted effort in play amongst leading world economies (e.g. Germany, US, Japan) to rid the world of the dangerous wrought by nuclear energy production. But this PR scheme doesn't mean the investment story is as radioactive as it sounds. In fact, there may come a time very soon when it makes sense to start building some market exposure to uranium again. Contrary to the recent stigma, there is plenty of activity regarding the development of nuclear facilities around the world: 

Commodities Essential. 5 April 2012

Trade Essentials.

No new recommendations or adjustments at this time.