Latest Insights on AAL

The best thing an investor can do right now is not panic. Hunker down, hold what you can and wait. This too shall pass. Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed Hong Kong Fluey It’s no secret that I like being right, dear readers. But not like this … not like this. The Wuhan coronavirus has spread to nearly 3,000 confirmed infections and close to 80 deaths. China has now quarantined 16 cities, issued a group-travel ban and a ban on eating wild meat in Wuhan. […]
There’s a cold front blowing in from the East. China turns cold on Trump’s tariff comments. Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure
by Joseph Hargett November 18, 2019 Great Stuff
Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
Electric Vehicles Nickel Prices or Electric Vehicle Supply — Either Both Grow or Neither Will The electric vehicle (EV) revolution is increasing demand for this battery metal — the forecast for 2025 shows a 400% increase. But there’s not enough supply to meet the demand. Matt Badiali talks about what needs to change to keep the future of EVs going. (3-minute read)
The Oil Service Sector Is Set for a Huge Rebound Even with the recent run-up in oil prices, big service companies are at their lowest prices since 2003. There was massive underinvestment in the industry in recent years. Matt Badiali explains how that creates the opportunity for a huge windfall — if investors know where to look. (4-minute ready)
Lithium stocks have deflated like an old party balloon. Yet this is despite the fact that the demand for lithium is getting hotter and hotter. Lithium Stocks Prices Fall Allowing Investors To Buy Undervalued Lithium
by Sean Brodrick February 8, 2018 Precious Metals
Lithium stocks have deflated like an old party balloon. Yet this is despite the fact that the demand for lithium is getting hotter and hotter.

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