Big Themes With RooJoo
We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON of ground from nic pouches, to US automotive (Issue 237), to Long Vol names. As we typically do, we will get the recording up on the Video section of the website later this week. In…
Theme Update: Aerospace Alloy
Jumping into some themes, last June we introduced the aerospace alloy theme as a play on the surging demand for new planes, thinking at the time that this bull could turn into a super-cycle given the supply issues on such robust demand. Well, our alloy index has been on a tear (see chart below) so…
March 10, 2024, Vol. 167
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