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Alcoa (AA US)
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Analysis
Materials
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United States
Alcoa Corporation manufactures metal products. The Company produces and sells bauxite, alumina, and aluminum products. Alcoa serves aluminum industry worldwide.
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bullish
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Aluminium
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16 Apr 2018 17:46
Trade and Diplomatic War Perks up Aluminum Prices
Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We...
Venkat Ramana Nandyal
163 Views
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bearish
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Macroeconomics
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17 Jan 2018 11:12
Fund Manager Meeting Notes: Economists Back to Drawing Board
Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then...
Charles De Trenck
164 Views
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bullish
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Thematic (Sector/Industry)
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03 Jan 2018 13:05
A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
Charles De Trenck
213 Views
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bullish
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Thematic (Sector/Industry)
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26 Dec 2017 07:06
Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
Charles De Trenck
217 Views
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bullish
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TSE Tokyo Price Index TOPIX
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12 Dec 2017 03:59
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
Vermilion Research
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342 Views
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