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Joe Weisenthal @TheStalwart · Mar 9, 2022
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Good thread. Big themes seem to be that supply chain/inflation constraints are still extremely bad. While at the same time, end consumers starting to get a little get more anxious about inflation and overall conditions.

Tweet Mar 9, 2022
US Remodeler Index is out, 4 big themes this qtr: 1) Projects getting BIGGER. 2) Product/material lead times, labor shortages got worse. 3) Remodelers FLEXING pricing power to protect margin. 4) No homes to buy=more whole-home remodels. Commentary fr
by Eric Finnigan
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