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.
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。