Markets head into 2026 supported by heavy short-vol selling despite rising fragility. Silver shortages, geopolitics, crypto stress, and AI profitability risks suggest a volatility shock could trigger a sharp and overdue rotation of capital.

Over 30 governments are considering, planning, or starting power programs according to the World Nuclear Association. Small modular reactors (SMRs) lead the resurgence of nuclear energy, and investors should consider them for their portfolios.