Uranium - yes, uranium! It's starting to sneak up - it appears that buyers on the spot market have discovered that the deal between Russia & America to use warheads for power has expired - even though this was well known.

Uranium is up 2 weeks in a row and the shares of U.to and Cameco have responded. The problem with investing in uranium now is that there are few places to go. I might buy U on a pullback, but Cameco is boring and the moose pastures have been largely abandoned. There are not a lot of survivors from the Fukashima disaster.