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Post# of 704047
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Re: madrose1 post# 497085

Wednesday, 09/06/2006 6:34:15 PM

Wednesday, September 06, 2006 6:34:15 PM

Post# of 704047
the premise seems to be that raw materials for COMMERCIAL use may be oversold, considering the potential "soft landing instead of a hard landing..." ...

imo lumber, steel concrete and gypsum are oversold by some housing slowdown X factor... last week there were at least 2 steel group downgrades during the rally... all the lemmings continue to mention housing... this is bad analysis, imo

Personally, I was surprised by the scale of the USG selloff today. at $45 I am in for the haul

thank you for explaining
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