In the 1980s, Japan’s economy was booming. But when the decade concluded, so did the Japanese economy, bottoming in October 2008. Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
Ongoing coverage of China’s economic woes continues…why the mainstreams fixation on a ‘China bust’ is nothing new and not worth paying attention to…how growing demand for lithium and lithium assets is shaping China’s future…and why investors should look for the short-term opportunities in trends like these…
Ongoing coverage of China’s economic woes continues…why the mainstreams fixation on a ‘China bust’ is nothing new and not worth paying attention to…how growing demand for lithium and lithium assets is shaping China’s future…and why investors should look for the short-term opportunities in trends like these…
Lithium-ion batteries play a crucial role in the energy transition. But while lithium-ion batteries continue to be the battery of choice, this is a decades-old technology. There’s plenty of innovation happening in the industry, and this is a space ripe for disruption.
In today’s Money Morning…it’s been a tough 18 months…but it’s not 2008 here…a bet I’m willing to take and am positioning for accordingly…individual analysis matters…and more…
There’s been a lot of talk about how the clean energy revolution could cause an unprecedented commodities boom. Despite this, commodity prices haven’t responded in kind, especially in the last few months, while producers of different commodities are reporting lower production and thinner profit margins. What is going on? Is there a commodity boom or not? Read on to find out how to develop the right portfolio strategy to deal with what’s happening…
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