Today, you’ll be hearing from one of our analysts, Selva Freigedo, who has a special interest in the commodities sector. Albemarle’s recent takeover offer for Liontown Resources has sparked the lithium sector. It’s also highlighting the fact that while lithium prices have dropped, securing lithium supply still isn’t that easy.
By Selva Freigedo,
As investors wrestle with the possibility of a banking crisis, they’ve been moving into safe haven assets like gold and silver. But something is stirring in another metal…
By Selva Freigedo,
While there’s plenty of uncertainty and the banking crisis continues to make headlines, here’s a reminder that there are still plenty of long-term opportunities out there.
By Selva Freigedo,
SVB’s collapse has shown the basis of our banking system is trust. The bank fail puts pressure on the US Fed to stop raising rates. At the same time, though, inflation remains high. With things so unstable, what can you do about it?
By Selva Freigedo,
Read on to find out a crucial part to the energy transition that isn’t wind power, solar, batteries, or electric vehicles. In fact, as more wind, battery, and solar projects are approved, we will need this crucial component to connect these projects to their consumption centres…from cities to suburbs to outer regional areas…
By Selva Freigedo,
There’s been a clear shift in investing since the pandemic. Rising interest rates are driving investors out of growth and tech stocks and into real assets. Commodities have performed well in 2021 and 2022 with rising energy prices from the Ukraine war and the drive for the energy transition. But the commodities story is far from over, and we have the man to help guide you through the coming chapters…
By Selva Freigedo,
In today’s Money Morning, in a close to four-hour presentation in Tesla’s Texas gigafactory, the EV maker presented its third master plan at their first Investor Day. Turns out Tesla has been rethinking manufacturing. And the targets it’s marked puts a fire under lithium demand…
By Selva Freigedo,
An 89% average salary increase in Argentina did nothing to abate workers losing purchasing power to inflation in 2022. Inflation is a real wealth killer, a hidden tax. So why do governments use it? Well, for them, inflation has a silver lining. Read on for more insight, as well as how to protect your wealth from this debilitating system…
By Selva Freigedo,
In today’s Money Morning, we look at the batteries of today and the future. One of the most common criticisms I hear about the energy transition is the amount of critical materials we will need. It’s true, we will need plenty. But one thing to keep in mind is that when it comes to batteries, nothing is set in stone, and there could be a lot of disruption on the way. Read on for more information.
By Selva Freigedo,
In today’s Money Morning, learn about Fordlandia — Henry Ford’s failed attempt at building a utopian city and a supply of rubber for Ford’s vehicles. Ford understood that supply chains can break down when they are overstretched. And right now, it seems our current global supply chain is at that point. Read on…
By Selva Freigedo,
Investment ideas from the edge of the bell curve.
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