US Steel's rally was the trailer - the main event starts Monday
The infrastructure boom that's about to make Friday look tiny...
Hello,
Friday's 21% steel surge was just the market's knee-jerk reaction to tariff protection.
But starting Monday, when contractors realize they have guaranteed domestic steel supply for the next decade of infrastructure projects, the real buying frenzy begins. Access full story here.
-Luke
P.S. Steel Dynamics and Nucor both have expansion capacity sitting idle - they're about to become the most valuable real estate in American manufacturing. You really need to read this before it's too late.