PLS

Lithium and the Great Reflation

March 1, 2017Chris Berry1 Comment

The Trump-induced reflation trade has been a popular one on Wall Street with the major equity indices such as the SPX at all-time highs and up slightly YTD (+5.57), and the US 10 Year Government debt market and the USD both range bound.

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We provide advisory and consultancy services to a broad array of clientele including asset managers, corporations, and academia on how supply chain dynamics are being altered by volatility in commodity markets, geopolitics, and macroeconomics.

We're primarily focused on the supply chains of Energy Metals - any metal or mineral used in the generation or storage of energy. Advances in technology, continued urbanization and changing demographics are all creating opportunities across numerous industries which we aim to point out and evaluate.

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