Mat-Chem Notes For the Week Ended January 30, 2022
WTR-CMI last week. The market recovered somewhat from several days of selling last week, with the S&P 500 eking out a 0.8% gain. However, the...
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Cyclical Value Areas Improving -- Add Exposure To Financials, Materials
Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...
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TMI Snapshot: Metals Points - Restocking Pauses, Copper Sentiment Pulls Back from Extremes
The year-end restocking trade has faded into the Lunar New Year, dragging on the reflation trade. Lithium sentiment is the only standout this...
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IGO Placement - Going for EV Gold, Delayed Earnings Gratification for Shareholders
Independence Group Nl plans to raise A$766m via an institutional placement and entitlement offer to part funds its acquisition of 49% stake in...
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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