• aholzer
    Given the environment I like quality over speculation. Buy NUE short X against it. Still think China slowdown hysteria a bit overdone.
    3/23/12
    Reply (2)
    • jdub2788: Over done? We're within a ear shot of multi year highs on the indexes.
      3/23/12
    • aholzer: Steel on 3 & 5 yr (ggb, x, nue, mt) have not gone anywhere. In mid Jan they began acting like cyclicals but revrsed on China news.
      3/23/12