Deconstructing Materials Stocks (an over-reaction to March data)

The deconstruction continues in material stocks. The culprit this time around was a poor reading and interpretation of construction spending. I think it was a big over-reaction given the overall trends.

Deconstructing Materials Stocks. drduru.com/onetwentytwo/2018/05/01/deconstructing-materials-stocks/ USCR AYI XLB