Matthew DeYoe

In this discussion, Matthew DeYoe, a chemicals analyst at BofA Securities, delves into the current challenges facing the chemical industry. He explains why chemical stocks have lagged behind despite a strong market, citing factors like the industrial recession and shifts in housing demand. Matthew highlights the risks of upstream investments while advocating for downstream specialty chemicals as potential bargains. He also offers insight into specific companies like Element Solutions, RPM, and Exalta, emphasizing the unique opportunities they present.