Short Lithium Vs. Long Copper
Lithium vs. Copper – I like Dr. Copper by Caleb Gibbons CFA & FRM – posted first on iBankCoin
Lithium is certainly the trade du jour, eclipsed only by precious metals year-to-date in terms of return. I think the lovers of “white oil”, as lithium is affectionately know, are well over their skis. A naked short is likely ill advised given the robust current fundamentals for lithium, but as a basis trade versus long copper, I like the current . . .
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