Furthermore we are seeing major euro chemical corps taking preservation measures that may be a signal for a death spiral for the competitiveness of European capital. We also see leaders like Macron pissed that the US is in such a good spot relatively speaking. All of this is only getting harder to watch. The US truly is cannabalizing the west.
Assuming this is true of u.s. too I am taking some measures to de-liquidate.
From my twitter:
and I plan to buy more aluminum extrusions…