Forget Florida. Canadians spent their summer in Saskatoon.

Canada’s tariff standoff with Trump may be hurting exports, but it’s boosting hotel bookings. A new survey shows 26% of Canadians canceled or changed US trips, fueling a 30% jump in domestic tourism. That spending wave added millions a day to local economies, from restaurants to resorts.

You know what they say. One Mickey Mouse’s $DIS ( ▼ 0.96% ) trash is another maple syrup maker’s $RSI.TSX ( ▼ 0.78% ) treasure.

— William D.

Institutional investors back startups to unlock outsized returns. Meanwhile, regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.

Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? That’s worth $1+ million, up 89,900%. No wonder thousands are taking the chance on Pacaso. 

Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.

The same institutional investors behind Uber, Venmo, and eBay also backed Pacaso. 

And you can join them as an early-stage investor for just $2.90/share. 

Just don’t wait. Pacaso’s opportunity officially ends September 18.

Reuters: The majority of investors expect the Bank of Canada to cut rates on Sept. 17 by 25 basis points, with another reduction expected this year.

IE: Canada’s top 1% of families held 24% of national wealth in 2023, with about 100 families worth $1B or more.

Fortune: Las Vegas Mayor Shelley Berkley urged Canadians to return, citing a sharp decline in the city’s largest tourist market.

YF: Canada may scrap its planned oil and gas emissions cap if Alberta and industry cut carbon through other measures.

The Globe & Mail: An op-ed argues that, while Canada’s economy may be sliding toward recession, easing inflation makes it more solid than the US economy.

This week, Canadian Prime Minister Mark Carney unveiled a slate of fast-tracked “national interest” projects — prioritized infrastructure undertakings facing minimal red tape.

Energy-minded investors may be disappointed to find no oil pipelines included. But the fast-track list did spotlight one major development for the in-demand sector: the Darlington New Nuclear Project in Clarington, Ontario.

The proposed facility would deploy a new class of nuclear reactors, each capable of producing up to 300 megawatts of power.

To put that in perspective: one megawatt can power as many as 360,000 homes. Canada’s Federal Infrastructure Bank has already pledged $970 million in low-cost financing, underscoring Carney’s push to make nuclear a cornerstone of the country’s clean-energy transition.

Nuclear power has been having a moment globally too. In 2024, the US Senate passed the ADVANCE Act with rare bipartisan zeal, streamlining reactor approvals and slashing regulatory delays.

In Europe, nuclear skeptics are rethinking their stance: Belgium has repealed its phaseout law, Sweden is funding next-gen reactors, and even nuclear-averse Germany is edging toward compromise. Denmark and Italy are reconsidering bans as well.

And in Asia, China intends to double capacity by 2040, while Japan — site of the infamous Fukushima disaster — plans to double nuclear’s share of its grid.

As Canada doubles down on nuclear energy, one company in particular stands to lead the charge. More on that momentarily.

In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today. 

One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains. 

Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.

Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from Maveron, Greycroft, and more. They even reserved the Nasdaq ticker PCSO.

And you can join them for just $2.90/share. Just don’t wait. Pacaso’s opportunity officially ends September 18.

One pound of enriched uranium yields more energy than two million pounds of coal. And one tiny fuel pellet of it can generate the same amount of power as 17,000 cubic feet of gas.

The risks are notorious: Chernobyl, Fukushima, and Three Mile Island. But that efficiency — combined with rising calls to phase out fossil fuels — has nonetheless made nuclear power a growing part of the global energy mix.

Demand is rising quickly. Solar panels and electric vehicles require vast amounts of minerals, and clean energy build-outs alone may not keep up. For now, nuclear remains the only scalable option to bridge the transition. Forbes has called fusion a potential $40 trillion opportunity, underscoring the scale of expectations.

Cameco $CCJ ( ▼ 2.23% ), headquartered in Saskatchewan, has emerged as a key Western supplier. The company holds more than 450 million pounds of proven and probable reserves, most in Canada’s Athabasca Basin, the world’s richest source of high-grade uranium. In 2024, it produced 23 million pounds, about 17% of global output.

This, at a time when geopolitics has put the spotlight on uranium supply. The US bought $1.2 billion worth from Russia in 2023, despite sanctions. Russia still produces more than 40% of global supply, while Kazakhstan, the No. 2 producer, has struggled with shortages of mining chemicals. With supply tight, uranium prices have climbed from $30 per pound in 2021 to about $75 today.

Cameco expects production to rise to 28 million pounds once licensing agreements are cleared. Morgan Stanley $MS ( ▼ 0.06% ) and Citi $C ( ▲ 0.63% ) have suggested uranium could top $100 per pound. Because more than 80% of Cameco’s revenue comes from uranium, higher prices may translate directly into stronger results.

Earnings have risen nearly 800% year-over-year, with revenues up around 50%. This rise in uranium prices could be further accelerated by an about-face from Germany, which has softened its longstanding opposition to nuclear power. The world’s fourth-largest economy recently agreed to EU legislation that gives nuclear power the same preferential treatment as clean energy.

German President Friedrich Merz, who has been critical of Germany’s decision to phase out nuclear power, might go even further by reintroducing nuclear power into Germany’s energy mix, “perhaps together with France.”

With cracks showing in nuclear energy’s biggest holdout, a policy shift could further supercharge global demand for enriched uranium. Cameco’s position as a leader in global supply would make it a potential beneficiary of the growing trend.