Sometimes, it is better to be a little boring. Most of the attention in the electric vehicle space is focused on glitterati: the OEMs that make roadsters that go 0-60 in the blink of an eye, the larger-than-life CEOs that tweet incessantly, you get the idea.
The markets were hit by one figurative hurricane early this year—the COVID-induced bear market of February/March. It happened quickly and the damage, at least in terms of the S&P 500, was quickly repaired. However, not too far on the horizon, conditions are ripe for another storm in the markets, with what is sure to be a rollicking U.S. presidential election. 2020 has seen a record number of named storms and in this quarter’s commentary, Adam Eagleston discusses what we can learn from the various literal and figurative hurricanes that have hit us this year.
Of the periodic table, that is. We talk hydrogen vs. gravity power, rubidium-colored drinks, even unstable francium, provide an update on the potassium-shaped recovery, and answer questions regarding one of our recent white papers. Listening is even easier than Elon Musk thinks it is to find and process lithium using sodium chloride; we are unsure how many cesium cycles long this podcast is, though.
Tesla’s ballyhooed Battery Day provided ominous headlines for lithium producers (and hit their stock prices). However, if you bothered to listen, it was incredibly bullish for miners as a whole, specifically for one that we think is ideally positioned to benefit from the growing demand for this critical metal. Please read the following for our take on Battery Day as well as our white paper on Lithium Americas (LAC).
For those of you who read our monthly missives or listen to our podcast, you probably a) have too much free time, and b) understand that we have an affinity for wordplay. One of my favorites is the elusive triple entendre. I still remember being distracted for almost an entire soccer match because two of my teammates and I had discussed the concept before kickoff and spent the better part of 90 minutes trying to think of the best example possible.
We discuss the psychology behind investors’ current affinity for glamour stocks and why it may not end soon, how this relates to the Fed’s new inflation policy, and why Will loves lamp.
We look to Jim, Rex, and Cosmo, collectively the “C(K)ramers”, for perspective on the Fed, market multiples, the shape of the recovery, and the Dunning-Kruger effect.
One (of many) things I’ve learned from the compulsory homeschooling forced upon us by the quarantine is that homeschooling is difficult. Setting aside the environmental and psychological aspects (the role of “parent/teacher” is wildly unpopular in our house for all parties) some subjects, such as English, are quite challenging.
Can Nano One Technologies’ “One Pot” Approach Be a Jackpot for Investors?
Escape from the labyrinth and explore why physics don’t comport with the Icarus myth, and how the same kind of first-order thinking is affecting markets, where certain sectors and companies are in rarified air.
