Sep
30
Glencore: Witches Brew? from Paul Marino
September 30, 2015 |
Commodity fallout has put a lot of pressure on Glencore recently. Their CDS spreads have widened greatly over the past few months.
For the spec-listers who are of the commodity bent, how may this distress affect commodities?
Not that Glencore is involved, but when Lumber hits a 52wk low Thursday and new home sales were up 5.7% in August, released on the same day, I wonder if company specific problems are causing the dislocation.
Of course China is slowing. But I am more interested in Glencore.
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