A few trades
do you have the private x, I read that in Private X Feed Reminder on APR 26, 2025
@macrostratpb
What about suppliers like BLDR, BCC, etc
Housing is still very depressed. The business are being managed to fit with the new reality.
Unfortunately I can't buy the etf from UK, so ended up buying some more builders. I only had one house builder when we chatted yesterday, added 2 more today. Did a bit of research on DFH but don't like this one.
Share buybacks don’t help suppliers.
Yes. Go to @macrostratpb and request a follow. What is your X handle?
@intersleuth
You’re in.
Hi David sent the request to follow your private X,but still pending.@jiang_leyla. Thank you!
I went on the homebuilders. 1/3 PKB 2/3 ITB
do you have the private x, I read that in Private X Feed Reminder on APR 26, 2025
@macrostratpb
What about suppliers like BLDR, BCC, etc
Housing is still very depressed. The business are being managed to fit with the new reality.
Unfortunately I can't buy the etf from UK, so ended up buying some more builders. I only had one house builder when we chatted yesterday, added 2 more today. Did a bit of research on DFH but don't like this one.
Share buybacks don’t help suppliers.
Yes. Go to @macrostratpb and request a follow. What is your X handle?
@intersleuth
You’re in.
Hi David sent the request to follow your private X,but still pending.@jiang_leyla. Thank you!
You’re in.
I went on the homebuilders. 1/3 PKB 2/3 ITB