Latest Insights on ALB
The Squeeze of the Metal Fist
January 18, 2018 Commodities
The squeeze in lithium supply is acute. The price of lithium has increased threefold since 2014. And on Tuesday, somebody stepped on the gas again.2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]An Update on Third Point Reinsurance
December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […] Stock Buybacks Destroy Corporations
October 9, 2017 Stocks
Government isn’t the only thing that can destroy value. Private enterprise can do that perfectly well too. Hate Speech: A Fundamental American Right
September 27, 2017 Government & Politics
The chief user of free speech (albeit in constant Twitter chatter) is a far greater threat to free speech than anything happening on college campuses.