One problem I think about a lot (as a clear non-expert) is how land use and transportation patterns are evolving into a new kind of inequality wedge in North American cities. Theres no doubt that many cities here in the United States and Canada are enjoying a…
Read More
Month: September 2019
Generac Solar Business Unlikely To Have Material Impact On SolarEdge Or Enphase
Recently, Enphase (ENPH) and SolarEdge (SEDG) stocks took a hit when Citron Research put out a note suggesting that Generac (GNRC), a leader in the home generator market, will be competing with Enphase and SolarEdge products and the will lead to lower prices,…
Read More
Lithium Junior Miner News For The Month Of September 2019
Welcome to the September 2019 edition of the “junior” lithium miner news. I have categorized those lithium miners that won’t likely be in production before 2020/21 as the juniors. Investors are reminded that most of the lithium juniors will most likely be nee…
Read More
The Moment You Know You Know, You Know!
Market Review & Update Last week, we started our discussion by itemizing the list of all the things going “right” for the bullish narrative. Trump easing up on tariffs and trade negotiationsThe ECB (European Central Bank) went “all-in” …
Read More
Lithium Miners News For The Month Of September 2019
Welcome to the September 2019 edition of the lithium miner news. This past month saw lower lithium prices and several announcements by the lithium miners to reduce lithium supply and address the current lithium oversupply problem. Lithium spot and contract p…
Read More