Mat-Chem Notes for the Week Ended July 24, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was a week of recovery for the market, the S&P 500 and Russell 2000 advanced 2.5% and 3.6%,...
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Mat-Chem Notes for the Week Ended May 22, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was another down week for the market, with the Russell 2000 declining 1.1% and the S&P 500 dropping...
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Buying Rare Earth/Strategic Metals Stocks: MP, LAC, LTHM, AMG-NL, PLS-AU, LTR-AU, AVZ-AU, SLI-CA
Global rare earth/strategic metals stocks are breaking out of bases, and we expect price and RS appreciation to continue. This also provides us...
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Mat-Chem Notes for the Week Ended February 13, 2022
KEY HIGHLIGHTS WTR-CMI last week. The Russell 2000 led the way last week with a 1.4% appreciation. Our WTR-CMI index of chemicals and materials...
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TMI Snapshot: Metals Points - Restocking Pauses, Copper Sentiment Pulls Back from Extremes
The year-end restocking trade has faded into the Lunar New Year, dragging on the reflation trade. Lithium sentiment is the only standout this...
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