Iran War Winner #1: Lithium
Battery Energy Storage Systems are the quiet winner from the Iran war, pulling forward a huge new wave of lithium demand just as EV demand re-accelerates and supply stalls.
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The Company Who Cried Wolf
AI company Anthropic has been on the rooftops shouting about the threats of its upcoming model. Insiders have widely panned the move as a marketing ploy. So where are the risks?
The Pros Got Crushed… What That Means for You
Markets have just ripped higher, with the S&P 500 surging 15% in less than two weeks. But beneath the surface, things aren’t nearly as strong as they look.
The Great Energy Pivot: Rewriting the Oil Trade [Part IV]
In this final edition, we outline why controlling global oil could be the US’s last weapon in hanging onto its decades-long hegemony. Control the Oil. Control the World.
The Last Barrels
Australia’s fuel vulnerability just went from theoretical to very real overnight.
Returns so high you’ll lose your mind
The best investor I know just passed away. Her astonishing returns humiliated Germany’s proudest bankers. And boy did she let them know it! But how did she do it?
