Well, it's been a volatile morning for BAK holders. At 7:40 AM EST the company put out the following press release informing the market that ADNOC had informed Novonor it was no longer interested in continuing talks on acquiring their stake. “Dear Sirs, We refer to the
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A look at CSN (SID) - A Brazilian industrials conglomerate with heavy steel exposure, and Gerdau, the largest producer of long steel in the Americas
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Brainstorming for topics over the next few months
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Insight into why all the Middle Eastern oil majors are on the hunt for petrochemical companies
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A breakdown of advantages, disadvantages, and available services
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A look at one of the world's largest iron producers
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Don't get off in Chicago!
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All manner of oddities considered
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Exploring a little discussed subject in investing
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Reflections on the first 90 days of 2024
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Video format update of my Q1 positioning and outlook
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Sharing our recent interview with Trader Ferg
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A roundup of a few recent news items
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A quick look at some interesting data in the metals complex
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I haven't talked a whole lot about one of my largest areas of exposure...
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If you're looking for another cyclical bet with global diversification, this one is interesting