Expect Less, But Better: Due Diligence Evolves

The economy, volatility, and interest rate risk: Three interesting reads.

Are CLOs a threat to the financial system?: A look at collateralized loan obligations and their risks.

Oh, the Calamity — Is FRB FUBAR?: First Republic Bank remains in hot water.

Community Spotlight: Eagle Point Capital: Aiming to build an indestructible long-term compounding machine.

Are price targets meaningless? Let’s discuss.: Exploring the faults in a common industry practice.

Unplugged? Why investors are losing confidence in Plug Power: Is Plug Power's Hydrogen Dream Too Ambitious?

I need your help. : The future of this newsletter hangs in the balance.

Community Spotlight: Investment Talk: Honest and open-ended.

Is hydrogen a golden ticket to future prosperity?: Follow the money: Air Products commits $15 billion to clean hydrogen by 2027.

Keep your friends close and your enemies closer.: Two hydrogen companies look past their competitive overlap.

Lithium spot prices are slipping. Are lithium miners in trouble? : A Chinese battery maker sent shockwaves through the industry.

Community Spotlight: Sustainability by the numbers: Using hard data to find the truth.

Why climate change is bad, according to sciencey people (who aren’t me).: Perhaps hydrogen is the (economically viable) solution.

How Tesla (and other automakers) can hit Biden’s ambitious EV goal : Spoiler alert: spend lots of money.

Could this solid-state battery disrupt the EV industry?: Big things come in small packages.

Community Spotlight: Better Batteries: Everything you need to know about lithium batteries.

A lithium deficit is looming. Albemarle could bridge the gap.: Expansion projects are underway for ALB.

The National Defense Stockpile is low. Good news for MP?: It's a good time to be the only operational REE mine in the great U.S. of A.

A mining startup worth watching: Piedmont Lithium: Can PLL rejuvenate the US lithium industry?