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Cyclical stocks, those who thrive in rotation, seized the hour with uncharacteristic vigor, their sudden favor suggesting some whispered intrigue among the investing set. The semiconductor clans – Sandisk, ASML, and Intel – paraded gains of 16%, 9%, and 7% respectively, their fortunes buoyed by persistent murmurs of AI’s inexorable rise. One suspects these manufacturers of tiny marvels have secured invitations to the season’s most coveted gatherings.

Here lies the truth of these instruments: they are plows meant to break the same earth, yet their blades are forged differently. Let us walk the field and see which furrow leads to greener pastures.

Cameco isn’t just mining uranium; it’s the company that’s like, “Hey, I’ve got a stake in the future of nuclear power.” They own mines in Canada, Kazakhstan, and Australia, and they’re also part-owner of Westinghouse. Think of it as the corporate equivalent of joining a gym and then getting a personal trainer. The stakes are high, but so is the potential.

Behold, the Schwab U.S. REIT ETF (SCHH +0.04%) boasts a modest fee of 0.07%, a figure so unassuming it might be mistaken for a charitable donation. Meanwhile, the State Street SPDR Dow Jones REIT ETF (RWR +0.08%) offers a more generous dividend yield of 3.87%, akin to a well-timed compliment. Both, in their own way, seek to grant their holders a stake in the American real estate realm, though their methods differ as markedly as a jazz band and a string quartet.

Kinney, that paragon of financial wisdom, added 470,000 Avantor shares, boosting their stake by $4.52 million. The SEC filing is a masterpiece of bureaucratic jargon, but the real story is the fund’s newfound obsession with a company that’s about as reliable as a toaster in a hurricane. Now they hold 1.85 million shares, worth $23.03 million, making Avantor their largest bet since they last tried to invest in a “moonshot” (which turned out to be a poorly timed trip to the moon).