Lift-Off For Nano One – Nano One Materials Corp. (OTCMKTS:NNOMF)


Nano One (OTCPK:NNOMF) received C$5 million from Sustainable Development Technology Canada to support scale-up of its technology in cooperation with industry partners. As with previous awards from Sustainable Development Technology Canada, this money is a non-repayable grant and is non-dilutive to Nano One shareholders. But this grant isn’t the reallyRead More →

Energy And Materials Dashboard – Update – Materials Select Sector SPDR ETF (NYSEARCA:XLB)


This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Energy equipment services, oil/gas and metals/mining are significantly underpriced regarding historical averages of the 3 valuation metrics reportedRead More →

Why The Vanguard Materials ETF Is The (Third) Best Way To Play A Cyclical Rebound – Vanguard Materials ETF (NYSEARCA:VAW)


Investment Thesis In the aftermath of the last recession brought on by the global financial crisis, we saw an unprecedented era of low inflation which disproportionately benefited the cyclical consumer discretionary names. We think that low inflation is likely the new normal, even with exploding monetary policy and government deficits.Read More →