A Common Concern: Is There Enough Lithium to Support the Expected Growth in EVs?
In our previous report: Commercialisation of Solid-State Battery Technology Seems to Be Taking Too Long , we mentioned that solid-state technology,...
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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
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Upgrading U.S. Energy & Materials Sectors to Overweight
Both Energy and Materials have hurriedly advanced within our relative strength rankings over the past several weeks--now ranking #2 and #4,...
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Global Fertilizer/Potash Stocks Are Breaking Out. Buy.
Breakouts in global fertilizer/potash stocks -- buy Breakouts from multi-year base and bottom patterns are the norm in North American names,...
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Macro Funds Lose Faith, Precision Farming Revolution Looms
As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have...
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