Hot Stove Analysis

This morning we witnessed an unusual sell-off on strong earnings that could present us with a real opportunity next month.

What an awful year for heavy material companies… You’d think that a robust economy would cause a “rising tide” effect that fuels heavy material companies – but that most certainly has NOT been the case. The entire heavy material group is worth $100 billion in the U.S. – and many of these companies enjoy monopoly-like … Continued