EP 181: Are the Funds Now the Smart Money in Lumber?
Is the lumber market finally trying to put in a bottom—or is this just another bounce before seasonal weakness takes over?
This week on The Lumber Word, Ashley, Gregg, and Charles break down the latest action across SPF, Southern Yellow Pine, Hem-Fir, studs, and CME lumber futures. The guys discuss the growing disconnect between September futures and the cash market, the possibility of taking delivery against September, and why some buyers may want to start covering needs rather than waiting for the perfect bottom.
Charles takes a deep dive into Southern Yellow Pine, where sharp price swings…
The skinny
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