Chemicals

  • 05 Dec
    Timing + Value = Opportunity with HUN

    Timing + Value = Opportunity with HUN

    Once the stock market bottomed at the end of October, the major market indices all rallied. Some of that rally lost steam yesterday and pushed all three major indices into negative territory for the last 30 days; but one of the sectors that really seems to have benefitted is the Materials sector. At the beginning of the week, the Trump administration announced it had come to an agreement with China to pause the imposition of any new tariffs on either side of the ocean to open the door, hopefully to more constructive discussions that lead to a useful compromise. More →