Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
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Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates
In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year....
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Too Much Going On To Be Bullish
I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...
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Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
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