Monthly Thematic Piece

The Wrong Economic Model – Again – Why the E is very wrong in PE Valuations
April 17, 2020
Products Mentioned:
Gasoline, Jet Fuel, Diesel, Naphtha, PVC, Polyethylene
Companies Mentioned:
LyondellBasell, Goodyear, Firestone, Trinseo, Arlanxeo, Cabot, Orion Engineered Carbons, Kumho, JSR, PPG , Axalta, Marathon Petroleum, PolyOne, Westlake, OxyChem, Clariant, SABIC, Lear Corporation, Borg Warner, BASF, DuPont, Amazon
Subjects Covered:
Earnings,The Economy, Loan Delinquencies, Oil and Gas, Refining, Automotive, Airlines/Aerospace, Home Building, Food

The  6th Second Derivative

Every week we scan the reporting, news flow, fundamentals and profitability of the chemical industry and publish our findings every day. This report is primarily designed for our institutional investor clients and looks for “read-through” for other industries from what we have uncovered. The goal is to publish once a week and only on issues that are relevant

 The Wrong Economic Model – Again – Why the E is very wrong in PE Valuations

We are disheartened to still see articles and talking heads still trying to find proxies in the financial crisis of 2008. The smart money (there seems to be less of it than we thought) and the more realistic economists (even at some of the big banks) are calling for something akin to the “great depression”.  While this may be more accurate, it is also misleading in many ways.



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