The US Elections' Impact on 2025 Outlook - November 13, 2024
While specifics could emerge in the coming months, we expect modest inflationary pressures from expected tariffs on imported goods to be largely...
287 Views
Mat-Chem Notes - Supply-Demand Balancing Act and Geopolitics of Energy Transition
In a tough week for the market, the WTR- CMI Index of 30 specialty chemicals and materials technology stocks dipped 0.6%, while the large-cap heavy...
264 Views
ECVT: Regenerating Free Cash Flow
ECVT reported third quarter results without the anomalies of prior quarters leading to cash building up on the balance sheet. The action in ECVT's...
338 Views
Mat-Chem Notes - Hurricanes, Port Strikes, Geopolitics, and Crosscurrents in EVs
Driven by the recovery in lithium stocks, our WTR-CMI index of 30 specialty chemicals and materials technology stocks rose 1.7% for the week
280 Views
Mat-Chem Notes - Weakness of Industrial, Ag, and EV Markets Leaves Few Options
YTD, the S&P 500, heavily weighted toward tech and internet stocks, has increased 13.4%, while our WTR-CMI Index has increased 7.2%, outperforming...
361 Views