Mat-Chem Notes - Growth Remains Elusive as Geopolitics of Battery Metals Heats Up
After the momentous US election, the stock market has rallied on expectations of lower regulations, lower taxes, and a more confrontational...
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The US Elections' Impact on 2025 Outlook - November 13, 2024
While specifics could emerge in the coming months, we expect modest inflationary pressures from expected tariffs on imported goods to be largely...
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Mat-Chem Notes - Supply-Demand Balancing Act and Geopolitics of Energy Transition
In a tough week for the market, the WTR- CMI Index of 30 specialty chemicals and materials technology stocks dipped 0.6%, while the large-cap heavy...
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Mat-Chem Notes - Hurricanes, Port Strikes, Geopolitics, and Crosscurrents in EVs
Driven by the recovery in lithium stocks, our WTR-CMI index of 30 specialty chemicals and materials technology stocks rose 1.7% for the week
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Mat-Chem Notes - Weakness of Industrial, Ag, and EV Markets Leaves Few Options
YTD, the S&P 500, heavily weighted toward tech and internet stocks, has increased 13.4%, while our WTR-CMI Index has increased 7.2%, outperforming...
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