by C-MACC Research | Oct 2, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 137 Lack Of Political Experience Raises Global Growth & Investment Risk This is likely the wrong time for politicians to experiment with political theory, but inexperienced ones might try. The world is in bad shape, and it... 
by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our... 
by C-MACC Research | Sep 18, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 135 Living The Dream! Being A Sell-Side Analyst Used To Be Hard Work! We finish our week of criticism of the sell-side with a knock-out blow to the head and question what investors are paying for and why – it’s certainly... 
by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by C-MACC Research | Sep 4, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 133 The Demise Of Styrene (Again): Don’t Be Fooled By Current Noise Styrene facilities in the US and elsewhere are being cut back because of weak demand and negative margins – but this is the same for many... 
by C-MACC Research | Aug 28, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 132 Free Falling and Free Flowing – A Cyclical Low and A New Project Heading into a cyclical trough for chemicals and polymers, now in all regions, we think earnings warnings/revisions will keep cheap equities from a quick...