Ajay’s working

By Paul Sankey Published on August 18, 2021 at 12:34 PM

Good news and bad news at Li-Cycle – the stock is getting hurt, but there is no specific issue. Clients have asked me regarding the weakness, disappointing since the company started trading under the ticker $LICY. The questions are from top shelf investors, who seem surely to be long – clients evidently believe in this story, as we do. The personal account/discord group stuff I get tends to be around Tellurian $TELL. There, the market […]

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Forced Labour vs First Solar

By Paul Sankey Published on July 27, 2021 at 9:09 AM

China: no Totalitarian regime has ever survived long term, much less thrived. Ex-China, just about the one remaining global totalitarian state is North Korea, which is maintained by China as a buffer. It stands in contrast to South Korea as a testimony to totalitarianism vs democracy. North Korean GDP per capita is $1,300, vs South Korea at $31,000. So the question is, when will China collapse on itself? Certainly, its demography is weak, and we […]

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Travels with Eric Blair 7/18/21

By Paul Sankey Published on July 18, 2021 at 1:32 PM

They say, if you are the manager of a rock band, and the drummer comes to you and says “…I’ve been thinking…”, It’s over. Yes, with a week off in Mexico, I’ve been thinking. One thing that helped me think, I deleted the Twitter app from my iPhone. It was a great move, so that rather than only increasing the constant noise that we face covering markets, when I would instinctively check my phone, my […]

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