Melt up to Melt Down
Real Vision: Finance & Investing
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Is It Sunny or Rainy?
Michael Bociurkiw: We're in an environment which is going to be very challenging to be confident in a real bullish move. The way that lumber prices have been unrelenting on the downside is a massive disinflationary force, just like natural gas and oil. And ultimately, what could be a deflation shock that nobody sees coming? He says it's almost like you're going to have a complete stopping of all housing construction and activity.
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