Alternative Investments: Uranium, Private Credit, and Private Equity

Uranium Market Surge

• ☢️ The uranium sector is experiencing a bull market, with the Global X Uranium ETF reaching its highest level since 2014.
• 📈 Uranium stocks have seen a 50% recovery since April lows, driven by a resurgence in global nuclear energy interest and supportive executive orders.
• ⚠️ A short squeeze is also contributing to the upward momentum in oversold uranium stocks.

Accessing Alternative Assets

• 🏦 A significant portion of the economy, outside of public stocks and bonds, is not easily accessible to investors.
• 💰 Non-bank lending has expanded dramatically since the financial crisis.
• 📈 With a slower IPO market, there are over 1,200 private venture-backed companies, like Stripe and SpaceX, that are difficult to access directly via ETFs.

Investing in Alternative Asset Managers

• 🧩 VanEck launched a fund targeting alternative asset managers, allowing indirect investment in private companies.
• 🎯 This fund, with the ticker symbol GPS (General Partners), provides exposure to private credit, private equity, and infrastructure.
• 💡 The interest in such funds highlights the growing demand for diversification beyond traditional markets.