Tag Archives: alcoa

Why invest in resources if China is slowing?

Commodity prices lead economic data – they plummeted in anticipation of the current doldrums, and are now rising ahead of a global recovery. On October 24th, 2011 I posted the following: “Look for commodity stocks to continue to bounce in … Continue reading

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Cyclicals Surprise Attack?

Earlier in the month, Alcoa was featured as the ‘second worse performing Dow stock in 2011.’ It was almost universally (in research reports by analysts and the press) expected that the financial results would be terrible, as evidenced by this … Continue reading

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