RE:Re Jordan River LoggerLove the first-hand intel, thanks!
I had a finance prof who moonlighted as pilot once. He'd do fly-overs of railyeards to get an idea what kind of supply was coming down the pipe for guys playing with commodity lumber fututres. Itel is valuable. What other sector can guys in plaid shirts have a hope of beating the Street? And lumber is easier to store than oil, so saving some inventory for the future is not a bad bet. That's intel that would be interesitng if avalible, and if a major had the courage to throw away a quarter or two.
That said, SPF #2 (not a WEF thing, true) is at 280 US, which is 350 CDN. All the majors make a killing at that price prior to the SLA tarrifs and such nasty things. All good. Just need WEF to stay north of $2.00 so I don't have to liquidate my margin holdings.