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
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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...
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Mat-Chem Notes - Between a Rock and a Hard Place - 2H24 Outlook
Over the same timeframe, the WTR-CMI Index delivered a disappointing 4.4% gain under the weight of lithium and graphite companies losing 36-62% of...
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Water Tower Hour Recap - 2023 Review and 2024 Outlook
WTR-CMI in 2023. With the majority of stocks in our index finishing 2023 in positive territory, the WTR-CMI Index managed to keep pace with the...
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Mat-Chem Notes - For the Week Ended January 19, 2024
WTR-CMI last week. The S&P 500 appreciated 1.2% last week, while the broader Russell 2000 managed to stay relatively flat, losing 0.3% of its value.
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