The Last Bear Standing, on why the bear market should continue.
The Koala, on why the Lithium market is like Iron Ore, and how big suppliers have an advantage.
Dr John Cambpell (Aug 6th): The BA5 strain is taking over, and there seems to be nothing replacing it. I think this might have good implications for a China cyclical recovery (from zero covid). For myself, I'm not playing China.
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