Matt Layman

Lumber Briefs: Building a Bullish Lumber Base for Rising Housing Starts

Matt Layman

In both the lumber and stock markets, there are more disruptions coming in 2019. The immediate influences of government shutdown, mass exodus from stocks, on-going trade war, volatile oil market, fight to suppress interest rates, President Trump’s legal issues, and global economic and...

#11235 Cover image
February 2019
Issue #11235
Page 84
Matt Layman

Lumber Briefs: 20% More Downside: Stocks and Lumber

Matt Layman

In both the lumber and stock markets, there are more disruptions coming in 2019. The immediate influences of government shutdown, mass exodus from stocks, on-going trade war, volatile oil market, fight to suppress interest rates, President Trump’s legal issues, and global economic and...

#11234 Cover image
January 2019
Issue #11234
Page 82
Matt Layman

Lumber Briefs: A Fragile Housing Recovery Built on Credit

Matt Layman

Many Americans are not overzealous about the moderate improvements to their lifestyle, income, and overall state of wellbeing during this economic recovery. That is being expressed by the stock market’s decline and increased recession rhetoric. No in-depth statistical analysis is needed...

#10232 Cover image
November 2018
Issue #10232
Page 78
Matt Layman

Lumber Briefs: Lumber Market Forecast

Matt Layman

Tariffs Keep U.S. & Canadian Lumber Border-Bound About Housing Affordability: The evidence continues to pile on. Let’s just skip right over the sources and the comments. They are numerous and more frequent. 25% of all homes for sale have lowered prices. New and existing home...

#10231 Cover image
October 2018
Issue #10231
Page 96
Matt Layman

Lumber Briefs: Lumber Doing Its Seasonal 180°

Matt Layman

Now 39 years into this lumber gig, there is one thing I have more confidence in than anything else. It is the foundation of my entire lumber career and reason for my success forecasting lumber market timing. The repeating lumber market cycle. Some of it sloshes around, yet, in spite of all the...

#10228 Cover image
July 2018
Issue #10228
Page 81
Matt Layman

Lumber Briefs: Lumber: Why So High?

Matt Layman

Rationing On May 23, in its most active lumber futures day ever, the market traded $68 of volatility from $15 limit down to $30 limit up and back down $15 to unchanged. Why is that? Futures suspected what we Layman’s Lumber Guide members have known since mid-May. BC mills are not...

#10227 Cover image
June 2018
Issue #10227
Page 83
Matt Layman

Lumber Briefs: More Lumber Price Volatility Ahead

Matt Layman

There are three fundamental lumber market components that will likely combine to make 2018 the most volatile year for prices on record.  LABOR: ICE gave notice last week that it intends to crack down on undocumented workers in the construction industry...on the jobsites. We already...

#10225 Cover image
April 2018
Issue #10225
Page 83
Joe Kannapell

The Last Word: The Last Word on Steel Tariffs

Joe Kannapell

Buying a million pounds of U.S. steel for our company in Brazil taught me a good lesson on steel tariffs. While there were no apparent restrictions on imported steel, the Brazilian authorities used extraordinary means to prevent us from doing so, and we haven’t bought any since. I suspect...

#10225 Cover image
April 2018
Issue #10225
Page 109

Good Bones

Dave Pasolli

If you enjoy watching any of the many home improvement shows where the hosts pick an older home to renovate, you notice they always talk about the “bones” of the house. In their opinion, this is one of the most important features of any potential renovation job. Typically, they...

#10224 Cover image
March 2018
Issue #10224
Page 74
Matt Layman

Lumber Briefs: What Could Go Wrong? vs. Nothing Could Go Wrong!

Matt Layman

“What is the lumber market going to do?” is a very important question and the answer is very simple. It is going to rise and fall. Brilliant, right? A better question might be, “How far will lumber prices rise and fall?” That answer requires an understanding of...

#10223 Cover image
February 2018
Issue #10223
Page 81

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