A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Steel Yourself For This
Second-tier steel producers are all getting the LBO/M&A goose. IPS is up 32% in the past two weeks alone, thanks to all the debt-financed dealmaking going on in the sector.
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I don’t know about a depression dead ahead, but this is exactly the sort of action you see prior to important inflection points. [...]
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