Hey guys, Lind obviously admits he is a trader. He plays both sides of the coin and his blogs are biased towards his position long or short. What can we take from it? No CREDIBILITY !!!! He should be ignored despite his MASQUERADE as a smart investor.
HUN is jacking chemical prices on a lot of their stuff causing people to look elsewhere for what they need. We are second sourcing a bunch of stuff we currently get from them. Once seconds sources are in place we can put the squeeze on them.
Even if you have blind faith, don't you think you would benefit from thoughtful challenges to you thesis? At least it forces you to think through the opposing arguments. If you think they are weak, then your conviction will only increase. Remember this is a stock trade not a deity.