Why Having Tesla as Your Neighbor Matters – A Conversation with ACME Lithium
https://youtu.be/h5FWzRFiLAQ?t=5105 A Bright Future for Domestic Lithium According to the United States Geological Survey, the US has the fifth largest…
The End of the Gas Powered Car – A Conversation with WisdomTree’s Chris Gannatti
https://youtu.be/h5FWzRFiLAQ?t=4060 The Energy Transition and the Role of Metals The demand is increasing for battery metals (e.g., copper, cobalt, lithium,…
The Future of Nickel in the Abitibi with the CEO of Quebec Nickel
https://youtu.be/h5FWzRFiLAQ?t=6772 Quebec Nickel Overview Quebec Nickel Corp. is a Canadian company focused on exploring for high-grade nickel-copper-platinum group elements deposits…
The Future of Silica – with Raymond Wladichuck, CEO of Quebec Silica
https://youtu.be/h5FWzRFiLAQ?t=7900 Quebec Silica Overview Quebec Silica is a Canadian industrial minerals exploration development acquisition company, with three silica projects in…
Listen to This Fed Governor for Signs of a Fed Pivot
The “situation” remains the inverse of Goldilocks for Wall Street-correlated world stock markets with the one consolation for investors that…
The Best Global Equity Story is India
With world markets so jittery, it is worth focusing again on what is probably the best structural equity story globally.…
Can Anything Stop China’s Property Meltdown?
Pushing on a string as regards the mainland Chinese economy was the theme discussed here recently (see Pushing on a…
Have Supply Shortages Made Oil Stocks Recession Proof?
A constructive view is maintained on energy despite concerns on demand destruction and related recession fears. The first point to…
Europe’s Long Hailed Fiscal Union is Finally Upon Us
There is growing potential for market focus to switch back to the Eurozone in coming weeks. This writer’s base case,…
The Language That Could Signal a Fed Pivot
There is no doubt that Wall Street has in the relief rally underway since late June been in an awful…