It was a horrific month for many global equity investors in September with the S&P Global 1200 index down 10% and many battery materials subsectors …
Continue reading “Lithium to outperform into weaker equity market”
We don’t think that the equity market has quite understood that even if governments stabilize energy prices for consumers, there may not be enough gas …
Continue reading “Stick with Lithium in face of weakening Macro situation”
We know that a number of materials stocks have bounced strongly off recent lows over the past month. But we counsel being selective about which …
Given the macro-economic environment with Western World PMIs continuing to slow and pressure on the consumer, we think a technical recession looks more likely than …
