לונג
Huge RSI divergence. Expect a home construction boom in the USA
-commodities are correcting, while demand for homes keeps growing.
-I expect homebuilders to accumulate commodities at these low (and possibly even lower) prices during this time, replenishing their inventory.
-they'll be able to restart construction at even higher prices, at even higher profit margins (they're buying commodities at low prices and will sell manufactured products once demand will back in full; the spread will be huge).
-I expect a beat in Q4 and possibly Q3. We might see the 2013 peak again.
-I expect homebuilders to accumulate commodities at these low (and possibly even lower) prices during this time, replenishing their inventory.
-they'll be able to restart construction at even higher prices, at even higher profit margins (they're buying commodities at low prices and will sell manufactured products once demand will back in full; the spread will be huge).
-I expect a beat in Q4 and possibly Q3. We might see the 2013 peak again.
כתב ויתור
המידע והפרסומים אינם אמורים להיות, ואינם מהווים, עצות פיננסיות, השקעות, מסחר או סוגים אחרים של עצות או המלצות שסופקו או מאושרים על ידי TradingView. קרא עוד בתנאים וההגבלות.