Some movement today in China - China imposed temporary anti-dumping measures on halogenated butyl rubber imported from the US
On markets there:
- Rally in industrial commodity futures
- Rubber up more than 5%
- Iron Ore up 6% (helped the AUD!)
- Nickel +4%
On markets there:
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ALGN's 2.2% growth & 15.7x P/E raise flags. CINF's 14.7% EPS growth & 1.5x P/B also signal caution.
UTHR's 16.9% revenue growth & rising returns at 19.5x P/E shine. ZG & RGR lag.
SSRM drops 6% as gold/silver slide. Portfolio de-risking via mine sale offers future upside.
Swarmer Inc. soars 1200% on AI drone tech, but revenue's down 6%. Extreme IPO rally!
HAUZ yields 4% with lower fees, beating VNQ's 1.6% 1-yr return. Diversify U.S. real estate risk.
RKLB drops 9% on $1B equity offering fears; previously surged 8.2% on Neutron progress & $816M SDA deal.
Futures tumble! Mar '26 contracts drop 111 pts, Dec '29 hits 86.289. Watch the downside.
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