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Michael Taylor: Calling a market top as Schlitz runs out
Michael Taylor, co-founder / portfolio manager at Agora Trading, calls a top in the market as Schlitz is finished.
Taylor emphatically states that the market run is over, using the end of Schlitz as a tongue-in-cheek indicator.
Taylor has previously highlighted the vast size of the global coffee lid market and the impact of U.S. state mandates on recycled polypropylene demand in recent remarks. He also described PCT’s move from experiment to global monopoly, citing a strong backlog and new plant developments in another report. Taylor’s latest comments add to his ongoing market observations.
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