CORNYVERSE

The summer heat has faded; a cool September breeze is here. Yet a chill of tension hangs over global markets. September has often been volatile, and this year three powerful waves are rolling toward markets.   Key Takeaways ☑ Three wildcards : geopolitical conflict, major-country political shifts, and rising trade barriers ☑ Core impact : unresolved conflicts can stoke commodity prices, while political uncertainty may weigh on specific industries ☑ What to watch : go beyond headlines—trace how these macro forces link to real company earnings and your portfolio This post breaks the three September market risks into four layers, with a deep dive on what to guard against—and how to prepare. 🌋 Geopolitics in the Fog: Embers of Unfinished Conflicts First up is geopolitical risk. Like a massive whirlpool beneath a calm surface, seemingly quiet confl...

URA (Global X Uranium ETF): Structure, Outlook & Risks — 2025 Quick Guide Last updated with data referenced within the past 90 days; figures may change over time. URA (Global X Uranium ETF) provides diversified exposure to uranium miners, refiners, and key nuclear‑component companies. With power shortages, AI/data‑center electricity needs, and energy‑security concerns intersecting, sector volatility has increased — making it essential to consider structure, outlook, and risks together. 🎯 Key Takeaways ✅ AUM ≈ $4.15B, expense ratio 0.69%, holdings 51 (recent disclosures). ✅ Top positions (subject to change): Cameco, Oklo, SPUT, UEC, NuScale, NexGen, etc. ✅ Flow drivers: restrictions on Russian uranium, Kazakhstan production guidance, Japan reactor restarts, among others. • This is a high‑volatility theme — quarterly/monthly returns can swing widely; risk management is central. ...