@Dorman06 This one - and chemicals more broadly - seem tied to oil prices and the Hormuz narrative. It makes sense but adds uncertainty. I’ve been in $GPRE since the start, and only still hold it because I’ve trimmed it to ~10%.
@Dorman06 We all want a market recovery, and it almost feels like the market is trying to will itself higher. But the real question is what happens around Iran. I don’t see this being over anytime soon. Not sure I’ll be buying on FTD if it comes.