Stinson Dean🌲
@LumberTrading
Lumber trader turned truss manufacturer. Co-founder of Revol Building Solutions, a truss and wall panel manufacturer. http://RevolBuilt.com [email protected]
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Going to be funny when lumber prices crater by May.
true
We all have to remember…they (both sides) negotiated these terms. This has nothing to do with Trump. Maybe shouldn’t have been selling (lots) KD DF below/Same as SPF…for years.
super-macro.com US Rental disinflation is over The rent slowdown has run its course. Cleveland Fed data shows new-tenant rent growth stabilizing, meaning the biggest disinflation driver in core CPI is fading fast. Don't count on shelter to keep cooling inflation from…
SEC teams have been so dominant for decades
Every SEC Champion since 2000 👀
In the morning, we get earnings from @DRHorton, a giant homebuilder ranked 123 on the Fortune 500, and @PulteHomes, a homebuilder ranked 229 on the Fortune 500
Lumber producers have to make hard(er) decisions soon. Plenty of supply reductions implemented over the last 18+ months. But it’s still not enough for today’s environment.
I look pretty unkept as I regrow my beard. At lunch, I told a customer I was in between beards. I thought that was pretty clever.
Coldplay CEO is a psyop to distract from Trump’s poetry.
The plan? Have the CEO get “caught” having an affair with a coworker at a concert to increase brand awareness and get a buzz going
Jerome Powell watching everything at all time highs without cutting a single basis point
Canadian officials are open to considering limits on how much softwood lumber can be exported to the US to try to resolve some of the trade friction between the countries, according to the leader of British Columbia bloomberg.com/news/articles/…
Altos Research founder Mike Simonsen named chief economist at Compass SMART HIRE resiclubanalytics.com/p/altos-resear…
How crazy is it that this is true
Be honest, nobody has a clue what the tariff rate is anymore... and we actually follow this stuff every day 🤣
Employ America was launched in 2019 to confront the policy failures in the wake of the Global Financial Crisis. Policymakers learned from their mistakes and avoided another jobless recovery after COVID, but shortages and inflation have revealed the limits of the old playbook 1/8