Play The Chinese Steel Cycle With ArcelorMittal
The steel sector is plagued by price swings that are to a great extent produced by China, alternating acceleration and slowdown of demand. While it’s difficult to get the timing […]
Are The Steel Bulls Still In Charge?
Steel stocks had a terrific year. The rally has been boosted by rising prices and protectionist measures in the US and EU. A possible Trump infrasstructure bonanza could provide further […]
ArcelorMittal Is A Buy
The steel market is stabilizing. ArcelorMittal will still produce positive free cash flow this year, despite the difficult market. While timing a cyclical stock is always difficult, one does not […]