The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy
Real Vision: Finance & Investing
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Home Builders Energy Is a Good Pair Trade Our Home Builder Energy
Housing and energy are both areas with secular tail winds. We're still not anywhere close to where we should be given the underbuild that we've had for all these years, he says. And then you look out and say, demographically, that millennial group is really going to get into that sweet spot of household formation.
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