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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