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Hugin

(36,126 posts)
2. Some of the long gone old SMW timers used...
Thu Apr 10, 2025, 10:14 AM
Apr 10

RV sales as a concurrent indicator of the state of the economy.

Their rationale being that RVs are essentially mini-houses requiring most of the same supply chains to build with the added information that their purchase was almost totally discretionary. Few needed an RV right now, in other words.

I think the demographics and social trends in the US have changed to the point that the RV metric is no longer a metric. Probably due to an erosion of the middle class.

I agree with your use of the S&P based on criteria you have put forth in earlier posts. It’s plain that the raw Dow has been compromised.

I wonder if there are any other “RV heuristics” out there.

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