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Asian Chemical Connections

Is it better to be right for not quite……

……all the right reasons than to be wrong altogether? Sounds a dumb question, perhaps – unless you take particular pride in being one of those know-it-alls. The point I am trying to make (and assuming that chemicals pricing doesn’t collapse beforehand on a broader retreat in crude and equites on maybe panic over swine flu […]

Do you need a Joseph Kennedy moment?

Referring to the famous story about how Joseph Kennedy sold his shares on the eve of the Wall Street Crash after being given investment tips by a shoe-shine boy, my answer to the above is a definitive YES. Over the course of rest of this week I am going to detail why I think reports […]

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