Anglo-Teck Merger: Scaling Up to Fortify Copper Empire
Anglo and Teck aim to unite in a $53 billion copper powerhouse, boosting scale, defending against rivals, while navigating regulatory and...
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Upgrading U.S. Energy & Materials Sectors to Overweight
Both Energy and Materials have hurriedly advanced within our relative strength rankings over the past several weeks--now ranking #2 and #4,...
519 Views
Global Fertilizer/Potash Stocks Are Breaking Out. Buy.
Breakouts in global fertilizer/potash stocks -- buy Breakouts from multi-year base and bottom patterns are the norm in North American names,...
327 Views
Macro Funds Lose Faith, Precision Farming Revolution Looms
As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have...
359 Views
Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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