Trade Alert
Selling all of Tronox and Kronos.
Sell all of TROX at $9.16 for a gain of ~145.5%.
Sell all of KRO at $6.61 for a gain of ~33%.
Reasoning:
Our oil market view is that demand destruction is coming. Economically sensitive names like TROX and KRO will be negatively impacted. Names like Chemours will be partially insulated due to the refrigerant busi…