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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Allkem/Livent (AKE AU | LTHM US) Merger Update:Â MUCH More Than Meets The Eye
The Allkem/Livent Shareholder Meetings take place 19 Dec. If agreed, this deal gets done quickly. Then we have index fun. The price of lithium...
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2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
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Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors
Two in three Americans know little about IRA. The Inflation Reduction Act (“IRA”) took years in the making and will have material implications...
671 Views
Weekly Stock Bullfinder - Week of 11/14
This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week...
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