Mat-Chem Notes for the Week Ended March 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. Driven by bullish lithium outlook and growing concerns over food security, our WTR-CMI index of 30 chemicals and...
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Weekly Update (CMCSA, CTVA, NATL)
Many market participants have been ringing the alarm bells about an AI bubble and froth in the market. I think they have a point. The market is not...
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MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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Corteva (NYSE: CTVA) To Spin-Off Its Seeds Business; Targets Sharper Focus and Valuation Upside
Corteva to spin-off Seeds business into a separate publicly listed company while retaining Crop Protection business. The separation is expected to...
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Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)
On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies. The logic behind the spin-off...
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