Lumber Yard and Truss Plant — They Work Best Together When Thought of Separately Charlie Vaccaro A Word of Introduction from Ed Lim: Charlie Vaccaro liked to use last month’s cautionary tale, “A Fable for Our Time,” as a lead-in to a speech he gave many times when invited as a guest team building and motivational speaker at component manufacturer and lumber yard sales... Read More February 2026 Issue #18319 Page 40
2026 Outlook: Strategic Equipment Finance in Component Manufacturing Carl Villella As of January 2026, the component manufacturing sector has transitioned from a period of defensive preservation to one of disciplined modernization. With interest rates stabilizing after the Federal Reserve’s late-2025 cuts, equipment financing has evolved into a strategic lever for... Read More February 2026 Issue #18319 Page 97
Reviewing the Highs of 2025 and Looking Ahead to 2026 Lesko Financial Services Team It was another strong year for markets in 2025, as continued investor enthusiasm for artificial intelligence, more Fed rate cuts, and stable economic growth offset higher tariff rates and overall economic volatility. The S&P 500 rose to an all-time high in the fourth quarter as new... Read More February 2026 Issue #18319 Page 106
A Fable For Our Time Charlie Vaccaro Chapter I: The Idea One day a certain builder had an idea for a spec house that would be a sure winner. So, he got together with the best architect in the area and began to describe what he wanted. “Mr. Architect,” he said, “I want the house to have a studio... Read More January 2026 Issue #18318 Page 50
A 2025 Recap and a Look at 2026 Carl Villella In 2025, the building component manufacturing industry navigated a landscape defined by paradox: record-breaking investment in high-tech infrastructure alongside sharp contractions in traditional residential segments. As the industry pivots toward 2026, the focus is shifting from... Read More January 2026 Issue #18318 Page 95
Financing Growth in a Protectionist Era Carl Villella For Structural Building Component (SBC) manufacturers, 2025 presents a paradox. Demand for housing and commercial structures remains resilient, yet the cost of doing business is climbing. The resurgence of aggressive tariff policies—specifically on steel, aluminum, and Canadian softwood... Read More December 2025 Issue #17317 Page 98
Slowing Growth and Sticky Inflation Ahead for Q4 Lesko Financial Services Team The U.S. economy entered the Fourth Quarter of the year with fading momentum and increasing caution signs from some indicators, including a weakening labor market, challenging financial realities, and lingering inflation. Analysts are forecasting GDP growth of only 1.9% for the last three months... Read More November 2025 Issue #17316 Page 96
Market Confidence and the Building Component Industry Carl Villella To stay abreast of current trends and future forecasts, I follow many reports and analyses. Most recently, the Equipment Leasing & Finance Foundation’s September 2025 Monthly Confidence Index (MCI-EFI) indicates a continued, albeit slightly tempered, positive outlook for the equipment... Read More October 2025 Issue #17315 Page 95
How New Signals From the Fed Will Affect the Component Industry Carl Villella Jerome Powell’s late August speech at the Jackson Hole Symposium signals a potential shift in monetary policy that could significantly affect equipment financing for the building component industry. Powell’s remarks, which opened the door to a possible interest rate cut at the... Read More September 2025 Issue #17314 Page 101
Strategic Capital Investment: Leveraging Section 179 Expansion and Multi-Entity Structures in the Building Component Manufacturing Industry Post-OBBBA Carl Villella The recently enacted One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, marks a transformative moment for U.S. tax policy, particularly for capital-intensive sectors like building component manufacturing. This comprehensive legislation significantly expands Section 179... Read More August 2025 Issue #17313 Page 83