Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
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Valspar/Sherwin Williams Merger Will Trigger European M&A
EU regulators are likely to clear the $9.3 billion merger between Ohio-based paints and coatings specialist Sherwin-Williams and Minnesota peer...
273 Views
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
189 Views
AmpGFX - US Wages Data a Potential Flash Point, Global Markets Inflection Point
Global markets and investor confidence have reached an inflection point. They have recovered from the extreme bearishness in the early months of...
186 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
289 Views