This is part 2 of our update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium) where we will update you on vanadium and introduce hydrogen. As discussed in part 1, we’re combining all these themes into one: Battery technology. The
Hello, and welcome back! Two photos from Stephan in Tasmania. This Week China cranking up fuel cells A “growth” story to make you cry (with laughter) Uranium Where we sit in the cycle Huge yields on coal stocks Lynas: not what we were looking for, but we will take it!
Hello, and welcome back! Two photos this week from subscriber Al in NZ. This Week A decade long bull market Value vs. growth Take a closer look at zinc The world’s worst short? Global supply deficits in base metals Ken Fisher on Europe…. and those 9-year options Uranium master class
This is an update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium). We’re combining all these themes into one theme: Battery technology. The essence of combining all these individual commodities/technologies into one theme is firstly that the firm is macro
Hello, and welcome back! Instead of a traditional photo shared from a subscriber, this week I present to you a video clip taken in Johannesburg. South Africa is a theme we’ll touch on in this week’s issue. This Week Staying alive Not our problem, frankly How does Musk keep it
Hello, and welcome back! This is what a sunset in Florida, Seacrest Beach looks like. Thanks go to subscriber Josh. And this one from subscriber Brandon. A beautiful shot captured in Santa Cruz California. This Week The winner of the “most outrageous prediction for 2018” is announced 10 days of
Investing View: Bullish dry bulk shipping Application of View: Buy Pacific Basin Shipping (2343.HK) Fundamental Basis: The fundamentals for dry bulk shippers have improved dramatically over the last three years and we believe that this trend of improving fundamentals will continue for the next 5 years at least. However, the market is
Hello, and welcome back! Skinny is good. Mystical. That’s what my son called it and it has that quality to it. This panorama sunset photo comes from Carsten in West Germany close to the river Mosel. This one is a sunset at Joshua Creek Ranch from a real gentleman and
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