Please watch my new YouTube video: Trend of the Week Danger of a Lithium Drought
My one-hundredth-and-forty-first YouTube video “Trend of the Week: Danger of a Lithium Drought” went up today. My Trend of the Week video looks at the effects of Chile’s 15-year drought on global lithium production and prices. In particular, I look...
Everything EV was up today on news of soaring new registrations
New registrations for electric vehicles jumped 60% in the first quarter of 2022 from the first quarter of 2021. according to Experian Automotive. Electric vehicles made up an all-time record 4.6% of the total market. The news was even more positive given that overall...
Today it looks more like a bear market rally
In my weekend Saturday Night Quarterback on my subscription JubakAM.com site I said that this week would, probably, answer the question of whether Friday’s big bounce was just a bounce, the start of a buy on the dip rally, or even a bear market rally with a bit...
U.S. to ban Russian oil and natural gas–Brent hits $131 a barrel, WTI $127
The United States will ban imports of oil and natural gas from Russia, President Biden announced Tuesday. I’ve tried to pin down the exact timing and implementation of the ban (I don’t see these details in the executive order as released by the White...
Please watch my new YouTube video : Steady vs. hot hands
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and second YouTube video “Strong vs. hot hands” went up today. Hello there! Today I’m looking at a few stocks that exemplify what most experienced...
Please watch my new YouTube video: Trend of the Week A New Commodity Super Cycle
I’m starting up my videos again–this time using YouTube as a platform. My eighty-ninth YouTube video “Trend of the Week: A new commodity super cycle” went up today. Please watch and subscribe to my YouTube channel. And like my video....
Will a 5% drop bring out the buy on the dippers? Not, I’d argue, until the People’s Bank makes a move
The Standard & Poor’s 500 fell another 1.70% today and it’s now down 3.94% from the September 2 high. As the index dropped last week (again) and over the weekend, lots of Wall Street money managers said Hey, stocks were over-valued and news from...
Lithium stocks bounce back as market downgrades Tesla threat
On Wednesday, September 23, shares of Albemarle (ALB) and SQM (SQM), the two dominant lithium producers in the world, fell 11.56% and 11.82%, respectively, on an announcement at Tesla’s (TSLA) Battery Day that the electric car maker would start its own lithium...
Materials stocks up today even as U.S.-China trade fears linger
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn’t look any more settled today than it did...
Albemarle beats on earnings, sees rising lithium deman
After the market close yesterday, Albemarle (ALB) announced fourth quarter 2018 earnings that beat Wall Street earnings estimates of $1.47 by 6 cents a share and reported revenues grew 7.4% year over year to $921.7 million, against the $894.5 million consensus. The...
Buying Albermarle today for my Jubak Picks Portfolio
Who says the collapse of the Turkish lira and of the Turkish stock market isn’t good news for anyone? While it’s certainly true that the troubles in Turkey–which have become worse as the country’s relationship with the United States has tipped...
Turmoil isn’t done in lithium sector with volatility at SQM and ALB
The announcement of a deal between Sociedad Química y Minera de Chile (SQM) and Chile’s development agency CORFO that resolves a long-standing dispute on royalty rates and that would allow SQM to expand lithium production from the brines at government-owned...
In fourth quarter Albemarle tripled lithium quota in Chile
I’d never suggest you should ignore the numbers–for the fourth quarter lithium and bromine producer Albemarle (ALB) reported earnings of 78 cents a share, 5 cents a share more than Wall Street was expecting. But the big news the company had to report for...
Buying lithium producer Albemarle in my long-term 50 Stocks portfolio
On Tuesday, since U.S. markets are closed on Monday, I’ll be adding shares of Albemarle (ALB) to my long-term 50 Stocks portfolio. The shares closed at $91.92 on Friday, February 17. After the 2015 acquisition of Rockwood Holdings, Albemarle is the world’s...Jim’s Daily Email Alerts:
Every post from Jubak Picks straight to your mailbox. And they're free!
Get Even More Jim!
- • More profiles of hot (and cold) sectors
- • More strategies for profiting from volatility
- • More about macro trends driving the market
- • More on where the market is heading – short-, medium- and long-term – including a Saturday Night Quarterback look at the week ahead!
Subscribe now for a year for just $199
