EP 189: Buy, Buy, Buy? The Lumber Market’s Next Big Trade
Is the lumber market approaching one of the best buying opportunities of the year—or are buyers still too early? In Episode #189, Ashley Boeckholt, Gregg Riley, and Matt Beymer debate a weakening cash market, aggressive mill discounts, low inventories downstream, and the prospects for a seasonal rebound.
Ashley lays out the bearish case, including inventory pressure from VMI programs, uncertain housing demand, and the risk that prices stay low. Gregg argues that buyers with storage and capital should begin building their first-quarter positions in stages. Matt examines seasonal production…
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