After years in the wilderness, lithium is finally showing signs of life. The sector has been absolutely decimated since its 2022 peak, with prices still
about ~85% below those highs. But the narrative is shifting in a profound way, and I firmly believe early positioning in quality lithium companies could pay off handsomely over the next 12 to 24 months.
Search Results for: lithium
Banks Down, Miners Up: The easiest 5-10 year trade on the ASX
Bank valuations are stretched, miners are poised to benefit from major trends. Lachlann Tierney explains why this could be the easiest trade for the next 5-10 years.
Strategic Investment
We come to what seems like a water-tight proposition: the more the feds get involved in the process of creating wealth, the less wealth is created.
The Bear Conspiracy Pt.2: Not out of the woods…yet
Speculative ASX stocks may have found a floor. It’s time for cautious optimism near-term, and a look these four sectors going into 2026.
Market bleeding continues…but is that a massive lithium rally I see?
Markets bleed as Fed liquidity tightens and only 25% of NASDAQ stocks hold above key averages. Could China liquidity and lithium rally save the day?
ASX About to Crack?
In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.
