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@QuipusCapital "A lot of talk on Chemicals this week. Makes me feel early and contrarian. Wrote about Chems last year on Mexican Industrials (Orbia and Alpek) and then a Chemicals Intro earlier this year an overview of the whole industry. My next articles will be abt Chemicals in Asia"
X Link @QuipusCapital 2025-08-07T18:47Z 3269 followers, XXX engagements

"Very surprising results from Argentina. Landslide in favor of Milei. Positive for markets obviously in the short term but key question forward is if there will be any FX reform. Without that the country can be in the same spot in a few months or next year"
X Link @QuipusCapital 2025-10-27T01:05Z 3269 followers, 2899 engagements

"Global chemical players are shouting for protectionism. First image from INEOS-Oxford report on the ailing European industry and second for Brazil's antidumping case against NA. The largest losers of this trend are NA and ME companies which export a lot: $LYB $DOW $XOM"
X Link @QuipusCapital 2025-10-16T23:47Z 3261 followers, 1143 engagements

"No signs of cyclical improvement on today's $DOW results. On the contrary still in max pain territory"
X Link @QuipusCapital 2025-10-23T12:07Z 3262 followers, 1371 engagements

"$DECK second consumer-discretionary company talking about consumer pressures in the US. We are more currently seeing some impacts on the U.S. consumer. So as U.S. consumers are beginning to see some price increases it is impacting their purchase behavior within the consumer discretionary space. We're taking into account a consumer who's a little bit more cautious"
X Link @QuipusCapital 2025-10-24T12:07Z 3261 followers, XXX engagements

"Out tomorrow and free to read $DOW $LYB $XOM $0386.HK $0857.HK"
X Link @QuipusCapital 2025-10-26T00:31Z 3267 followers, 7350 engagements

"The Brazilian Capital Markets is out The companies that move the largest Latin American capital markets great operators interesting prices and the fiscal consolidation catalyst. $BOLSY $BPAC3.SA $XP $BBSEY $CXSE3.SA $PAGS $STNE"
X Link @QuipusCapital 2024-11-16T14:58Z 3270 followers, 1043 engagements

"Why do oil companies keep investing into a gluted olefins market Why all investment goes to China The answers are related Out and free to read $DOW $LYB $XOM $0386.HK $0857.HK"
X Link @QuipusCapital 2025-10-26T17:46Z 3269 followers, 7625 engagements

"A lot of rumors these days around the Arg government having 'learned the lesson' and now potentially allowing or preparing a market-determined FX rate which would very probably include a depreciation of the currency. I take St. Thomas' stance here: Non vedo non credo. However if this was true it would be a big change in fundamentals maybe the most important one since Milei took office"
X Link @QuipusCapital 2025-10-28T14:26Z 3269 followers, 1265 engagements

"One hard-to-understand thing in apparel/footwear is how some styles or brands are 'touched by the magic wand' without any work while others dont. One example of very innovative work with bad results is Vans ($VFC). There's no brand I know that is THIS varied"
X Link @QuipusCapital 2025-10-28T21:37Z 3269 followers, XXX engagements