Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Lithium Americas: Powering A Robotic Future
March 31, 2025, 4:29 p.m.
Lithium Argentina: A Possible Acquisition Target
March 20, 2025, 12:30 p.m.
Nvidia Could Be Joining Intel After All
March 13, 2025, 9:52 p.m.
Nintendo: Get Ready For Blast Off
Jan. 22, 2025, 6:04 p.m.
Intel Could Dominate GPU Space With The Right Plan
Jan. 15, 2025, 3:59 p.m.
Standard Lithium: Severely Undervalued
Jan. 3, 2025, 5:50 a.m.
Nano One: Recent Loan And Grant Increase Probability Of Success, But Risks Remain
Dec. 12, 2024, 8:24 p.m.
Nano One: A Hidden Asset
Oct. 30, 2024, 2:02 p.m.
Standard Lithium: Investing In Shovels
Oct. 21, 2024, 4:17 p.m.
Lithium Americas: You Ain't Seen Nothing Yet
Oct. 17, 2024, 4:56 p.m.
Did China Just Blink In The Great Lithium War
Sept. 16, 2024, noon
What's Next For Lithium Americas?
Aug. 27, 2024, 1:38 p.m.
Arcadium Lithium: The Cure To Low Prices Is Low Prices
Aug. 7, 2024, 1:08 p.m.
As A Skeptic, I Drank The Tesla Robot Kool-Aid And Liked It
July 17, 2024, 8:59 p.m.
Intel Can Beat Nvidia (Or Nvidia Joins Them)
July 12, 2024, 5:57 p.m.
Nintendo: 50% Upside And It Pays A Dividend
July 8, 2024, 3:11 p.m.
Arcadium Lithium: A Ridiculous Value Play
July 1, 2024, 6:57 p.m.
Albemarle Joins Exxon In The Lithium Hunt
July 1, 2024, 1:52 p.m.
Exxon Mobil: Lithium, Robots, And A 3.3% Dividend
June 26, 2024, 11 a.m.
AMMO Misfires; Could It Recover?
June 17, 2024, 1:36 p.m.
Lithium Argentina: A Progress Report And Insider Buying
June 13, 2024, 6:47 p.m.
Lithium Americas: After Taking Several Hits, It Is Now A Value Play
June 4, 2024, 12:35 p.m.
Standard Lithium Stock: Why The Equinor Partnership Matters
May 10, 2024, 1 p.m.
Lithium Americas: More Ridiculousness After Public Offering
April 22, 2024, 1:15 p.m.
Nano One: Rewriting The Rules Of Lithium Batteries
April 4, 2024, 2:40 p.m.