Mat-Chem Notes For the Week Ended January 6, 2023
KEY POINTS WTR-CMI last week. The market ended last week in positive territory, with the S&P 500 and the Russell 2000 posting returns of 1.2%...
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Mat-Chem Notes For the Week Ended December 9, 2022
KEY HIGHLIGHTS WTR-CMI last week. The market gave back last week’s gains, with the S&P 500 and the Russell 2000 losing 3.4% and 5.1%,...
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Mat-Chem Notes For the Week Ended November 25, 2022
KEY HIGHLIGHTS WTR-CMI last week. The market rebounded last week, with both the S&P 500 (up 2.0%) and the Russell 2000 (up 1.6%) ending the...
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Mat-Chem Notes For the Week Ended November 11, 2022
KEY HIGHLIGHTS WTR-CMI last week. In another solid week for the market, both indexes we monitor posted mid-single-digit improvements, with the...
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Graftech: Operational Issues Plague Thesis
At 7.3x PE FY23 (earnings down 60% YoY), Graftechs stock price reflects its production challenges. The stock could be dead money with no resolution...
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