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