re: Uranium ETFS/Niger Coup

There's a lot of risk when governments become unstable. There's a question of whether the production becomes part of the eastern (Russian or Chinese) sphere of influence. The value and production won't disappear but it might defraud investors of value if nationalization or sustained conflict occurs.

I think if we were dealing with a truly "risk on" market (rather than a market where most equities are flat and a few are significantly up) the Uranium market would be bubbling already.

What triggers a move seems like a multi billion dollar question. There are very few safe investments available. URNM, URNJ, SPUT, and CCJ are obvious plays to reduce risk (or gamble less aggressively).