Primer: Linde (LINU GR) - May 2026
Linde is the undisputed global leader in the industrial gases market, with a market share of approximately 31-32%, significant pricing power,...
137 Views
[ETP 2024/49] WTI Recovers on OPEC Extending Cuts; Henry Hub Drops on Volatile Weather Forecasts
US crude inventories fell more than expected, while gasoline and distillate stocks rose. Natural gas inventories also fell, UBS raised Chevron's...
466 Views
Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
Take or pay contracts, inflation based price adjustments, and excellent industry consolidation, makes industrial gases sector a great way to play...
522 Views
Bear Market Rally With Potential for More; Buy Ideas in Shipping, Land Drilling, Refining, Chemicals
With the $SPX reversing topside the 1-month downtrend (at 4030), the bear market rally is underway with the potential for more. Resistance levels:...
527 Views
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...
342 Views