Compare

Two beliefs, and the distance between them.

State a claim and its rival. What both books hold is the part that does not depend on which of them is right — and what only one holds is what you are actually betting on.

Enter to compare

Premise A

Firm carbon-free baseload becomes acceptable again because nothing else clears the demand.

Nuclear restartAggressive40%

CCJ20.3%

BWXT18.6%

LEU16.4%

CEG15.3%

VST12%

URA7.4%

SGOV10%

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Premise B

Electricity demand grows for the first time in twenty years, and the grid cannot be built quickly.

Grid and load growthModerate54%

GEV17.9%

CEG16.9%

VST14.4%

ETN13%

NEE11.3%

PWR10.5%

SGOV16%

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37.3%

held by both books

names in common

only in A

only in B

Both hold

Not a bet on either claim.

CEG15.3% / 16.9%

VST12% / 14.4%

SGOV10% / 16%

Only A

What you own if A is right and B is not.

CCJ20.3%

BWXT18.6%

LEU16.4%

URA7.4%

Only B

And the mirror of it.

GEV17.9%

ETN13%

NEE11.3%

PWR10.5%

A above, B below