"The projected lithium deficit in a market already suffering global shortages and high prices of $62,000 per tonne — more than five times the average

Bailouts in 2023 & 2008 have technical features in common and involve socialization of losses but the macroeconomic backdrop is very different. Chartbook #207 on

@noahbarkin Turbo diesel, turbo diesel, turbo diesel goes brrrrrr