Independent thinking for complex markets and current events
Tariffs on foreign buyers made their crops less competitive around the world (and drove down prices) . . .tariffs on fertilizer, steel, aluminum, and lumber sent the cost of doing business through the roof. Ohio family farmers describe life under Trump https://t.co/X2FsHHI7Oo — Rand Paul (@RandPaul) October 3, 2025 Soybean farmer: We are in a …
Housing is the foundation of the economy, and when it starts tipping downward, jobs, banks, and local economies feel it immediately. Hidden delinquencies in mortgages and corporate loans mean that a correction could hit like a hidden avalanche, catching lenders, investors, and homeowners off guard. This is a warning that the financial system may already …
🚨🚨MAJOR BREAKING The USA CRUSHES Canada with 35% softwood lumber tariffs, more than doubling them from April levels this, only 2 days after Carney announced he would subsidize the Canadian lumber industry. They are moving rapidly now. pic.twitter.com/5aZmVJfDRi — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) August 9, 2025 Trump hit Canada with 35% lumber tariffs. Days after Carney …
More bad news for Canada. Looks like we’ll have even cheaper US lumber again! US President Donald Trump is ordering the Commerce Department to launch an investigation into the national security harm posed by lumber imports, laying the legal groundwork for new tariffs he’s pledged. Trump is simultaneously signing an executive order, titled “Freeing our …
#DEC With its resources the US will be OK. But I doubt Europe will be able to dodge this bullet again. Full blown depression there by end February 2025. — Wizard of Windsor (@WizardofWindsor) November 20, 2024 Lumber prices are now 19.8% higher than they were one year ago The framing lumber composite price increased …
American flooring company LL Flooring announced it will be closing its stores, with closing sales starting on Friday, Sept. 6. Since opening its doors in 1993, LL Flooring has operated more than 400 stores across 47 states, specializing in bamboo, cork, hardwood, laminate, tile and waterproof vinyl flooring, the company’s website says. The announcement comes …
BREAKING: Lumber prices have declined to their lowest level since the 2020 pandemic, down 80% in 2 years. Lumber is a leading indicator for the US housing market, global economic conditions, and inflation. The rapid drop in lumber prices suggests that the US residential… pic.twitter.com/Ksc6aqczI0 — The Kobeissi Letter (@KobeissiLetter) August 15, 2024 Housing Permits …
Long Term Unemployment = Jay Powell’s Unexpected Weakening = Recessions It was in his May FOMC presser that he said that an ‘unexpected weakening’ of the labour market could cause the Fed to change course. Two months on he’s got one. Long term unemployment, defined by being… pic.twitter.com/4TgxSrznMP — PPG (@PPGMacro) July 10, 2024
🚨#BREAKING: Firefighters are battling a Massive fire with Multiple Explosions at Lumber Yard and Warehouse center ⁰📌#Claysburg | #Pennsylvania Currently, numerous firefighters are battling a massive 3-alarm lumber yard and warehouse distribution center fire in Claysburg… pic.twitter.com/up4GsgZS9D — R A W S A L E R T S (@rawsalerts) March 19, 2024 * There's a …