30 May 2022, Goldman Sachs writes that the Bull Market in Lithium is over:

https://www.scmp.com/business/commodities/article/3179720/goldman-sachs-bull-market-battery-metals-over-lithium-nickel

PH over at TOB did us all a favor when he pointed out that on 16 May 2022: 

Goldman Sachs Group Inc reports 321.08% increase in ownership of LAC 

https://fintel.io/so/us/lac/goldman-sachs-group

The Motley Fool calls LAC a "cyclic commodity play":

https://www.fool.com/investing/2022/05/31/why-lithium-americas-stock-crashed-today/

In 2017 Goldman Sachs had a very positive view on lithium investing:

https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/goldman-sachs-lithium-investing/

In that article: "Looking ahead, Goldman Sachs, like our most recent supply analysis, predicts that supply should start ramping up beginning in 2019, and that the “lithium squeeze” might be over by the early 2020s. This is important to keep in mind and watch closely for when considering which lithium stocks to invest in."

And furthermore:  "We read anything and everything relating to lithium. In particular, we pay close attention to what Goldman Sachs (NYSE:GS) says given the dramatic influence it has on Wall Street and the financial markets."

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Well,  if GS really believes ( as it stated back in 2017 that the "lithium squeeze" might be over by the early 2020s ) then why on earth would GS have filed a previous 13F-HR/A on 2022-02-17 disclosing 72,665 shares of Lithium Americas Corp. and then turn around on  2022-05-16  when Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of 305,980 shares of Lithium Americas Corp.

Why indeed????  

Remember, back in 2017 GS predicted that the "lithium squeeze" might be over by the early 2020s... that would be now.

Since GS is so supposedly all seeing, at least in the eyes of GS and "given the dramatic influence it has on Wall Street and the financial markets", then why would they turn around and more than triple their holdings in LAC this year?

It isn't as though GS has changed its mind from 16 May 2022 up until 30 May 2022, a mere 2 weeks separating those 2 events.  GS predicted 5 years ago the "early 2020s" might be the end of the "lithium squeeze".  

IF Motley Fool is correct about its "cyclic play" analysis of LAC then why would GS tripple its  holdings just before it torpedoes the share price, eh?  Inquiring investors want to know, especially  considering "the dramatic influence it (Goldman Sacks) has on Wall Street and the financial markets."  Certainly the last two trading days, today and yesterday, have illustrated just how "dramatic" has been the influence on Wall Street, the financial markets and the share price of LAC.  

This inconguency on the part of GS smells.  And the odor isn't a good odor.  On the contrary, it flat out stinks!

I for one can not help but wonder just what the story will be the next time Goldman Sachs files a new 13F-HR/A form, 3 months from now.  How many shares of LAC will they pick up in the meantime at rock bottom prices vs those paid back on 17 February of 2022 when LAC closed at a share price of $28.49 and GS reported having only 72,665 shares of LAC vs their current holdings on 16 May 2022 of 305,980 shares of LAC?  

That "rock bottom", of course, largely due to pontifications coming out by Goldman Sachs promoting an end of the bull market in lithium.  Self serving pontification?  I guess we will find out when GS files its August 2022 13F-HR/A form in a little less than 3 months from now.

Onward through the  FOG!

JMO?  How about yours?

Okiedo