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T&C | The Room Where It Happens

tmoore2020-12-01T21:58:50+00:00

(November, 24, 2020) Will Brown and Adam Eagleston in the same room…drinking while recording a podcast. What could possibly go wrong? Apparently, everything. Listen to the two echo one another’s comments (literally) on election fallout and the widening chasm between economic reality and valuations in certain parts of the market. Will and Adam experienced technical difficulties in the recording of this podcast—we apologize for the sound quality.

T&C | The Room Where It Happenstmoore2020-12-01T21:58:50+00:00

Market Commentary – Villainous Term – November, 2020

tmoore2020-11-05T23:43:22+00:00

It being on or about the fifth of November, we thought it appropriate to begin with “remember, remember, the fifth of November…” which is the start of a famous poem about the Gunpowder Plot. Though not alone, the face (pun intended) of the plot was Guy Fawkes, whose antics are widely regarded as the source of the term we use today, guy.

Market Commentary – Villainous Term – November, 2020tmoore2020-11-05T23:43:22+00:00

Inflection Point for Flux Power Holdings

tmoore2020-11-05T18:20:14+00:00

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.

Inflection Point for Flux Power Holdingstmoore2020-11-05T18:20:14+00:00

Market Commentary – The Hurricane Two Step – October, 2020

tmoore2020-10-16T18:40:53+00:00

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.

Market Commentary – The Hurricane Two Step – October, 2020tmoore2020-10-16T18:40:53+00:00

T&C | The First Column

tmoore2020-10-07T16:59:45+00:00

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.

T&C | The First Columntmoore2020-10-07T16:59:45+00:00

Batteries, Lithium, and Lithium Americas

tmoore2020-10-30T18:58:50+00:00

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).

Batteries, Lithium, and Lithium Americastmoore2020-10-30T18:58:50+00:00

Market Commentary September, 2020

tmoore2020-10-16T18:38:52+00:00

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.

Market Commentary September, 2020tmoore2020-10-16T18:38:52+00:00

T&C | Diderot, Veblen, and Burgundy?

tmoore2020-09-01T15:21:19+00:00

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.

T&C | Diderot, Veblen, and Burgundy?tmoore2020-09-01T15:21:19+00:00

T&C | Cramer vs. Kramer vs. Kramer

tmoore2020-08-25T11:33:44+00:00

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.

T&C | Cramer vs. Kramer vs. Kramertmoore2020-08-25T11:33:44+00:00

Market Commentary August, 2020

Devon Berta2020-08-05T21:27:11+00:00

The weather is hot, but it still doesn’t feel quite like summer. In this commentary, we are going to look at what’s been missing from the season.

Market Commentary August, 2020Devon Berta2020-08-05T21:27:11+00:00