Lithium Equities: Round Trip, and Attractive Again
We revisit our Lithium basket, which rose ~200% on average from October 25 to May 26, and has since given back most of those gains. The risk-reward...
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Primer: Global X Lithium & Battery Tech ETF (LIT US) - Aug 2026
The Global X Lithium & Battery Tech ETF (LIT) offers targeted exposure to the full lithium cycle, from mining and refining to battery...
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Allkem + Livent = Arcadium : Updated Expected Index Flows
Flows for Livent-become-Arcadium Lithium over the next 3 days are relatively prodigious. This comes from upweights in US indices not matched by...
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Q2 Outlook – A Tale of Two Regimes
Our outlook for Q2 2026. Separating the short-term noise from our longer-term investment themes. In Part 1 we look at hard assets while we look at...
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Major 2026 Investment Themes
A review of 2025 performance and current 2026 investment ideas, including some changes in our commodity sector allocations.
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