lumberprices
In hisDaily Market Notes report to investors, while commenting on earnings, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more Earnings To The RescueThis morning, despite bond yields reaching even higher before pulling back, stocks are seeing a relief rally as Bank of America Corp (NYSE:BAC) and Morgan Stanley (NYSE:MS) handily beat estimates and traded up unlike yesterday's disappointment in Goldman Sachs (NYSE:GS) cost squeeze on profits. Equity indexes are all modestly in the green, but still far from recovering the stiff correction on Tuesday. So far 43 companies have ...
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“What should I do about inflation?” Q2 2021 hedge fund letters, conferences and more My Uber driver recently asked me this after I told her what I do for a living. And she’s not the only one asking me this question. My mom… brother… friends who’ve never bought a stock in their lives… and many of you who read my essays every week want to know the same thing: Why are pricing soaring? Should I do anything to prepare? And most importantly… What should I do with my current investments? I’ll let you know exactly what to do in today’s RiskHedge Report. But first, let’s look at why inflation fears hav...
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The COVID-era housing market has been shaped and upheld by unique, counter-acting forces. Most of the media attention is flocking toward the political and governmental events that feel consequential. When the Federal Reserve recently announced their plans to maintain the already record low interest rates, for example, it quickly became the popular topic. Q2 2021 hedge fund letters, conferences and more It's true that the price hike in home prices is a product of things like lower mortgage rates. But it’s also a product of supply chain disruptions and excesses, and throughout the pandemic home ...
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Whitney Tilson’s email to investors discussing that as lumber prices fall, the threat of inflation loses its bite; the week inflation panic died; the pandemic stimulus was front-loaded; how bad is our company’s product? let us list the ways; advice to grads: be warriors, not wokesters. Q1 2021 hedge fund letters, conferences and more As Lumber Prices Fall, The Threat Of Inflation Loses Its Bite1) I continue to closely follow the debate about inflation: Are we seeing a blip right now, or are we in for a period of sustained, broad-based, high inflation? Below are two interesting articles I've re...
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US equity markets sold off a bit in Tuesday’s session ahead of today’s FOMC statement. What is your plan? Q1 2021 hedge fund letters, conferences and more The Debate Over Growth Versus Value StocksMajor US equity indices traded lower ahead of the Fed meeting, and the debate over growth versus value stocks continues. Is there any magic language or policy stance that can come out of today’s Fed meeting to provide clarity in this market? PPI data came out stronger than expected yesterday. This data adds more fuel to the inflationary theme, while Retail Sales were weak. The markets should have bee...
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As many commodities have continued to climb impressively, one stands out like a sore thumb to me: lumber. What can the price of lumber mean, or more importantly, do for you? [soros] Q1 2021 hedge fund letters, conferences and more The Current State Of The S&P 500Before diving into the lumber market, let’s review the current state of the S&P 500. There weren’t too many surprises in the S&P 500 in Tuesday’s cash session, as the $SPX settled practically flat on the day. $SPX is at the higher end of its recent range, as discussed in yesterday’s publication . It will most likely require a catalyst ...
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There’s no inflation … None at all. Only, completely by accident, lumber prices are skyrocketing. Gold is likely to remain silent, but it may catch up later. Q1 2021 hedge fund letters, conferences and more Lumber And Copper Prices RiseThe rise in lumber prices can be seen in the chart below: What a surge! It happened because of the limited supply and strong demand for new houses. But it’s not just lumber. Many raw commodities are rallying too. The price of copper, for example, has just approached its record height (from February 2011), as the recovery of the global economy boosted demand. Jus...
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