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06/05/25
20:35
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..I can't find anymore the tweet chart that shows that funds are most under-invested in energy stocks since 10 years.
,,this was what I had cautioned about energy stocks of all kind - oil, coal, lithium
..if one is preparing for Recession, energy stocks are those you'd want to AVOID.
"We Are At A Tipping Point": Shale Giant Diamonback Says US Oil Output Has Peaked, Slashes CapEx Amid OPEC Price War
https://x.com/zerohedge/status/1919600544953340093
I posted this on 6 Dec 2023
Its Over, 71294716, page-19578 | HotCopper Forum
5 year chart view
WDS Stock Price and Chart — ASX:WDS — TradingView
WDS has fallen a further -33% since then (6 Dec 2023), hoped one Paddymac did not stick onto his guns holding it after failing to exit sooner [ doubt it, fossil lovers who say their company still makes good money and pays dividends ].
#LITHIUM trading resumes in #China following Labour Day Holiday (last traded 30-Apr)
GFEX Carbonate Futures = New ALL TIME low
Carbonate Spot = New 51 month low
Spodumene = Equal 6 month low
https://x.com/CarlCapolingua/status/1919693102345793732
*FORD SUSPENDS FY FORECAST DUE TO TARIFFS *FORD ESTIMATES TARIFF IMPACT OF ABOUT $1.5B TO FY ADJ EBIT 40% of Ford’s 2025 EBIT gets wiped out. Get ready for pink slips in Detroit. All for nothing.
https://x.com/SpencerHakimian/status/1919483885659857281
..and the worst for lithium stocks are just ahead too.