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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Mat-Chem Notes for the Week Ended September 25, 2022
KEY HIGHLIGHTS WTR-CMI last week. In another bad week for the market, the S&P 500 retreated 4.6%, while the Russell 2000 lost 6.6% of its...
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Mat-Chem Notes for the Week Ended September 18, 2022
KEY HIGHLIGHTS WTR-CMI last week. Reversing the prior week’s trend, the stock market pulled back last week following the release of disappointing...
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