Friday Investment Talk

Friday Investment Talk: Lithium, Iron Ore, Palladium, Inflation

Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI Read more ➝

Yields of VNQ, DVY, TLT

Friday Investment Talk: China, EM Inflation, Dividends

Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the Read more ➝