China becomes a net importer of Aluminium

Crackdown on factories in China driven by political rulings to curb emissions

Nalco delivers the highest grossing quarter ever

2+2 = 20 https://t.co/paEk76EaGT

https://t.co/eabqmzuU2v
VP Thread on Nalco
https://t.co/SpTcbmWUOg
Nalco's earnings have very high sensitivity to aluminum price. In fact, it’s earnings double for every US$400/t increase in aluminum price.

https://t.co/aqbthw1gFP
Aluminum Prices just ~14% away from their ATH of 3000+ USD/T
Aluminum Prices at 10yr High!
The wonders of Aluminum

https://t.co/RJ2rS2rCM1

More from Tar ⚡

You May Also Like

A THREAD ON @SarangSood

Decoded his way of analysis/logics for everyone to easily understand.

Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen

1. Keeps following volatility super closely.

Makes 7-8 different strategies to give him a sense of what's going on.

Whichever gives highest profit he trades in.


2. Theta falls when market moves.
Falls where market is headed towards not on our original position.


3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result

He believes in a market operator, if market mover sells volatility Sarang Sir joins him.


4. Theta decay vs Fall in vega

Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.