Debt Ceiling Debate, Homebuilders & The AI Race
MRKT Matrix
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The Long Legs in the Housing Market
Lumber is supposed to lead the housing market. It looks like it's kind of flatlined. You see home builders taking off. There are also long legs in the housing market, right? In January, you don't really even break ground from months still. And then to get it from breaking ground to completion takes another a year sometimes,. So there's this big long leg, be careful in extrapolating out what's happening today.
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