Investing For A New Cold War

Via Evergreen Gavekal blog, Were moving from a world that was constantly globalizing to one breaking up into three different empires, each with their own currency, reference bond market, supply chains. There are massive investment implications. LOUIS GAVE …
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Lithium Battery Developments

Overview It cannot have escaped anyones attention that electric cars are becoming ever more popular. For Tesla, first mover advantage is being eroded as new entrants enter the market with their own version of battery powered vehicles. In many ways, an electr…
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