Modern Battle Cry

"I do not know with what weapons World War III will be fought, but World War IV will be fought with sticks and stones." - Albert Einstein.

Let's face it: The nuclear threat overrides plenty of factors when considering the next all-out World War threat, which is why we have seen variations of it on smaller scales ever since the end of WWII. Mutually assured destruction (MAD) is an appropriate acronym for a world gone mad on several levels. 

Any way you slice it, the uranium mining stocks relate intimately to the nuclear arms race around the world. In addition, inflationary factors which seem to be entrenched in the west coupled with genuine value in these miners leads to me to believe that they will be among the very best leaders when a new bull market in equities arrives.

Granted, many folks believe we are already there yet. I do not. However, the uranium names are hot early this morning as the broad market rallies on both German CPI and Disney beating expectations.

I still think next week, with our CPI here in America on Tuesday morning, then monthly options expiration on Friday, will likely shape up as the more pivotal week. 

Still, URA is the sector ETF for uranium names, with CCJ probably the largest and most liquid name in strong technical shape for now. DNN UEC UUUU URG are some other plays worth noting, too. Objectively, uranium stocks have been acting better of late than other areas of energy and even commodities at-large. Whether or not that portends armageddon for the world remains to be seen (hopefully not). 

But I am certainly expecting relative strength from them into the next market sell-off compared to tech stocks, for example.