Inflection Points: The Coiled Equity Spring
Inflation Reduction Act and CHIPS Act Likely to Build More Momentum for U.S. Infrastructure
Recent Climate Change & CleanTech Reports Suggest Potential Large Long-Term Investment Opportunities
From Stagnation to Resurgence: U.S. Industrial Production’s New Path Highlights Infrastructure, Automation, and Commodities Themes
*AUM is as of 08/09/2022
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There are additional risks associated with investing in lithium / uranium, and the lithium/uranium mining industry.
CleanTech and solar companies typically face intense competition, short product lifecycles and potentially rapid product obsolescence. Solar companies may be adversely affected by commodity price volatility, changes in exchange rates, imposition of import controls, availability of certain inputs and materials required for production, depletion of resources, technological developments and labor relations.
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