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My portfolio, built specifically for my retirement ~20+ years from now, experiences some major shifts as I play for upside in oil and former market darlings. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helpi...
The following slide deck was published by ArcelorMittal S.A. in conjunction with their 2021 Q4 earnings call. For further details see: ArcelorMittal S.A. 2021 Q4 - Results - Earnings Call Presentation
ArcelorMittal S.A. (MT) Q4 2021 Earnings Conference Call February 10, 2022 9:30 AM ET Company Participants Daniel Fairclough – Investor Relations Lakshmi Mittal – Executive President Aditya Mittal – Chief Executive Officer Genuino Christino – Group Chief Financial ...
My portfolio, built specifically for my retirement ~20+ years from now, rides the September downturn in the market back under $400k. Some massive risk-on portfolio restructuring including more Bitcoin as I prepare for the seasonal Santa Claus and Bitcoin run. Making monthly contri...
The following slide deck was published by ArcelorMittal in conjunction with this event. For further details see: ArcelorMittal (MT) ESG Presentation - Slideshow
Sold out of the China uncertainty as I await a potential major flushing in those stocks if China decides to make an example out of a company like DiDi. A hit to Arrowhead Pharmaceuticals presented a buying opportunity while Bitcoin shows signs of wanting to break out. A portfolio ...
ArcelorMittal (MT) Q2 2021 Earnings Conference Call July 29, 2021, 09:30 AM ET Company Participants Daniel Fairclough - IR Lakshmi Mittal - Executive Chairman Aditya Mittal - CEO Genuino Christino - EVP and CFO Simon Wandke - EVP and CEO, Mining Conference Call Participants Alain Gabriel - Mo...
The following slide deck was published by ArcelorMittal in conjunction with their 2021 Q2 earnings call. For further details see: ArcelorMittal 2021 Q2 - Results - Earnings Call Presentation
Big hits from Bitcoin drops balanced out by a timely Virgin Galactic purchase means that May was anything but boring. A new trade is set up for the beginning of June as I build a smaller position into an overly-large one for a key upcoming catalyst. A portfolio built for individua...
There's currently a debate whether we're at an early stage of a long-term commodity supercycle or is the recent bull run about to get cut short. The Materials sector, as a whole, and many types of commodities are having the time of their lives. Not all commodities are born equal, ...