The two most important reads of the day

I’ve been thinking about lithium a lot lately. You can’t make an electric car without it. Lithium is the lightest metal on the periodic table. In fact, it’s the lightest solid element period and the lightest element than can conduct electricity. I’m insanely bullish about electric cars and trucks. But I’m not terribly interested in buying…

The players are on the field, their names on their jerseys, doing the best they can to succeed.

So what do you do?

Big big big news

The reality is that falling correlations are the whole point of diversification

Video

Goldman Sachs created a basket of the stocks that would have the most to gain from the promised massive corporate tax reform…

We’re a week or two into Q2 earnings season and so far, so good here in the US. Here’s Savita Subramanian and her Equity & Quant Strategy team at Bank of America Merrill Lynch: Most beats in 5+ yrs, but beware of crowded stocks that miss Overall, 68% of companies beat on EPS, 75% beat on sales and 53% beat on both – the highest proportion of top and bottom-line beats…

This debut over the weekend at San Diego Comic-Con. If the name sounds familiar, it’s because the novel it’s based on is on my list of summer books! Anyway, trailer looks lit, Spielberg producing, what could be bad?