The winners and losers of the big reflation trade

By Ryan O’Malley, Fixed Income Portfolio Strategist Not all commodities have benefited equally in reflation / reopening trade. Some exhibit structural imbalances between long-term supply and demand, while others have experienced short-term speculative price increases that have proven unsustainable. Forest products / lumber This sector benefited from a hyperbolic housing …

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Biden proposes ambitious plan for solar energy

Building and installing enough solar panels to generate up to 45% of the country’s energy needs will strain manufacturers and the energy industry, increasing the demand for materials like aluminum, silicon, steel and glass. The industry will also need to find and train tens of thousands of workers quickly. Some …

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Casey General Stores: CASEYS GENERAL STORES INC. Discussion and analysis by management of the financial position and operating results (in thousands of dollars). (form 10-Q)

Overview Casey's and its direct and indirect wholly-owned subsidiaries operate convenience stores primarily under the names "Casey's" and "Casey's General Store" and as of May 13, 2021, approximately 89 stores under the name "Bucky's" (collectively referred to as the "Company", "Casey's Store" or "Stores") throughout 17 states, over half of …

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