We can’t invest directly into lithium like we can Oil, Gold and even Uranium as it’s not traded on an official exchange but long term investors can utilise lithium producers & / or ETF’s to gain access to the emerging sector. MM currently holds a position in the ACDC ETF in our Global Macro ETF Portfolio traded on the ASX which provides exposure to a combination of lithium and battery technology stocks which over recent years has proven a less scary / volatile way to play the space.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish the ACDC ETF
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