Mega Cap Mania 5/22/23
Halftime Report
00:00
The Divergence Between Home Builders and Lumber
In terms of performance by sectors, it's like one of the best stories not told enough in terms of discretionary stocks this year. If lumber is a leading indicator for the housing market, home builders stocks have completely taken off. And aside from stocks, I'm really looking at yields, which have been going up for a few years but I think it's going to be a very big deal. Up next, Mike Santoli will be with us for his midday word.
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