Metals & Mining
February 5, 2023
There has been an Earthquake at Quant Funds that Has Sent Meme Stocks (TSLA + AMC + COIN + GME + BBBY + etc.) Soaring; is it Sustainable? The bears have been decimated this year,…
February 5, 2023
There has been an Earthquake at Quant Funds that Has Sent Meme Stocks (TSLA + AMC + COIN + GME + BBBY + etc.) Soaring; is it Sustainable? The bears have been decimated this year,…
January 30, 2023
While Many Claim the “Inflation Monster” has Been Slayed, with December Services Inflation Spiking and Core PCE Re-Accelerating (Balanced, Modestly, by Goods Inflation Plunging) We Foresee a More Hawkish Powell Later this Week. As is…
January 18, 2023
Graphite Electrode Prices Give Back (Even More) of the Recent Gains. Below, in Ex. 1, we provide 2023 (i.e., WoW, MoM, YoY, and YTD) pricing gyrations for a number of different graphite electrode substrates in…
January 11, 2023
Graphite Electrode Prices Give Back Some of the More Recent Gains. Below, in Ex. 1, we provide 2023 (i.e., WoW, MoM, YoY, and YTD) pricing gyrations for a number of different graphite electrode substrates in…
January 8, 2023
Metals & Mining Weekly – The ECB Reacts to Surging Inflation by Draining Huge Chunk of Liquidity & Hiking Rates at Record Pace The European Central Bank (“ECB”) Can’t Seem to Tame the “Inflation Beast”….
January 4, 2023
Metals & Mining Weekly – Focus on Recent Inflation Data as well as What China’s Disorderly Opening Means It Seems the Recently Weaker Inflation Data, While Bullish for Bonds, Could Prove Bearish for Stocks. While…