SLX VanEck Steel ETF

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15:45
Mar 03
Keith McCullough Founder & CEO, Hedgeye Risk Management Milk Road Daily
"We're long steel stocks... We're long water. I think water is a big idea long term." Despite the tech selloff, "unexciting" cyclical and thematic trades are working. The speaker explicitly names Steel and the Water ETF (AQWA) as current long positions based on his signals. Long Niche Real Assets. Global industrial slowdown hurting steel demand.
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About SLX Analyst Coverage

Buzzberg tracks SLX (VanEck Steel ETF) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.