Larry Berman CFA, CMT, CTAGlobal X Lithium ETFLITDON'T BUYAug 11, 2025

An ETF that's an aggregate of rare-earth metal plays. It's telling us that what we're seeing globally, especially with geopolitics, are signs that countries and companies are in a race for resources. If you know history pretty well, you'll recall that back in the 19th century the imperial powers were racing for colonies around the world. We're seeing the same thing here.

For the general investor or those just dabbling in the space, it's best to play the broader theme unless you have high conviction or a lot of information on a particular stock. A single stock opens you up to stock-specific risk.

Broad lithium play with LIT. Battery technology is the future. You want to buy on dips. For copper, COPX is a basket of copper focused fund. For broader precious metals, GDX would be his preference.

(Market Call Minute.) This has had a pretty good run. The greater picture on electronic vehicles is that it is going to create a lot of demand for lithium. This would be a positive place to invest.

There is froth in the sector and he would wait for a 20% minimum pullback before nibbling at these companies. We should get a correction and you should buy the correction.

Lithium. This was a focus in his recent road show. It has been out of favour for a number of years. The long term trend is down, but then broken. It has a higher low and a higher high. Buy bottoms in the sector.

Lithium Batteries. There are a lot of interesting investments in these areas, but he would like a broader way to get exposure to these areas. This one is in US$, however.

Technology. He loves clean tech and innovations. He loves the lithium sulphur battery idea. Can you invest in this for the long run? Yes. The longer your investment horizon the more volatility you have to endure. You have to be able to handle the ride if you invest for 5 years. You should accumulate during the down times. There is a Lithium ETF: LIT-N.

Lithium Sulfur batteries ETF. It is rallying. He believes the world is moving toward more battery powered cars. Existing Lithium batteries will be doubled in capacity with those available in the near future. It holds Tesla as well as companies that make the batteries or the chemicals. This sector will be double the volatility of the S&P 500.