Quick Update on Offshore…
Let’s quickly turn over to offshore. We’ll have more to say in a future edition, as this has gotten long-winded already, but given the equity performance we’d be remiss to not mention it. Much like Naz is peaking in the final days of December, we think offshore is bottoming. We’ve basically tossed a lot of…
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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