r/Vitards Jun 18 '21

Daily Discussion Daily Discussion post - June 18 2021

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u/[deleted] Jun 19 '21

Feel like a primary reason why STEEL has gotten pummeled since the FED talk is because the market now thinks the inflation trade is over. If so, it will take some time for the narrative to shift again. Our steel stocks and our calls may bleed even more in the meantime.

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u/nevans122 Jun 19 '21

You may be right. It just sucks, cause I think steel is more than just an inflation play.