Could A Graphite Shortage Derail The $3 Trillion EV Boom?
01/06/2022 11:22 AMThe $3-trillion EV market needs batteries that are 20-30% graphite–a material the U.S. currently doesn’t produce at all. That makes graphite a matter of national security in the global energy race. Each EV battery requires not only lithium–a metal that investors are...
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Ray Dalio recommends ‘reasonable’ 1%–2% Bitcoin allocation
01/06/2022 10:34 AMHedge fund manager Ray Dalio remains bullish on Bitcoin (BTC) in 2022, listing three primary reasons why Bitcoin is “impressive.” In a recent interview with The Investors Podcast, he talked up gold and BTC as an inflation hedge. When prompted by interviewer William...
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Schachter’s Eye on Energy for January 5th
01/05/2022 12:22 PMEach week Josef Schachter gives you his insights into global events, price forecasts and the fundamentals of the energy sector. Josef offers a twice monthly Black Gold newsletter covering the general energy market and 30 energy, energy service and pipeline &...
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Facebook restores conservative book publisher’s account after ‘error’
01/05/2022 12:15 PMFacebook has restored access to an advertising account linked to the conservative children’s book publisher Heroes of Liberty — after the lockout sparked an outcry on social media. Heroes of Liberty, which has published biographies of figures such as Supreme Court...
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Stick with Canada in 2022, top-performing energy investor says
01/05/2022 11:25 AMLooking at oil and gas stocks this year? Think small and Canadian, at least according to the world’s leading energy fund manager. “Canada is, I think, the place to be in 2022,” said Eric Nuttall of Toronto’s Ninepoint Partners LP. His $950 million (US$752 million)...
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B.C. property assessments climb to $2.4 trillion
01/05/2022 10:43 AMProperty assessments across the province continue to climb with new data revealing a nearly 22% increase since a year ago. The vast majority of B.C.’s total real estate value of $2.44 trillion is housed in the Lower Mainland, according to information posted Tuesday to...
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Warren Buffett makes over $120 billion on Apple’s rise to $3 trillion, among his best bets ever
01/04/2022 12:25 PMThe 5% Apple stake Berkshire Hathaway acquired in 2018 for $36 billion is now worth $160 billion as the tech giant hit the $3 trillion milestone. Warren Buffett’s conglomerate has also enjoyed regular dividends from Apple, averaging about $775 million annually....
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Indonesia miners seek a solution as coal export ban rattles global sector
01/04/2022 12:17 PMIndonesian coal miners are seeking a quick resolution to a government coal export ban that is already causing fuel prices to rise and could disrupt the energy needs of some of the world’s biggest economies. The world’s biggest exporter of thermal coal on Saturday...
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Trading Desk Notes For January 1, 2022
01/04/2022 11:28 AMHere’s what I really think We’ve had an extraordinary run of bullish enthusiasm since the March 2020 Covid panic lows. The S+P has rallied ~120%. A tidal wave of new money has come into the equity markets, with more than half of that going into passive index-linked...
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Business confidence in B.C. takes big fall in December
01/04/2022 10:58 AMShort-term business confidence tumbled in December as the Omicron spread intensified globally and wage pressures remained elevated. According to the latest CFIB Business Barometer reading, the 3-month outlook for Canadian small business retreated 4.5 points to 45.1...
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