CEO & Founder
Chemicals in 2008, utlizing a mosaic of fundamental, technical & macro research
In 2008, GC combined a research process of production economics, economic research and technical indicators such as momentum and time lags. This process led to the firm shifting its bullish stance on agri-chemical companies to neutral and to maintain a negative stance on ethanol companies. What GC learned from such insights on many sectors drove the firm to shift its 2009 recommendations to those based more on pair trades.