Stinson Dean - Talking Lumber

1

Introduction

00:00 • 3min

2

The Life of a Commodity Trader

02:46 • 6min

3

The Inefficient Market Is Coming Back Into Vogue

08:42 • 2min

4

The Commodity Boom, the Toni Capax

10:13 • 4min

5

What Happened to New Home Starts?

14:13 • 4min

6

Is China In?

18:06 • 4min

7

Is China a Threat to China?

21:59 • 3min

8

Capital Cycle Theory

24:50 • 2min

9

Capital Account and Capital Returns

26:36 • 3min

10

Then the Lumber Industry Woke Up a Little Bit, and It's a Good Thing.

29:13 • 5min

11

What's the Difference Between Basis and Carry in Commodity Markets?

34:09 • 3min

12

Arbitrage

37:04 • 2min

13

How to Buy Canadian Lumber?

39:00 • 3min

14

Can I Buy Rail Cars of Lumber?

41:33 • 2min

15

Building a Fakin House

43:26 • 2min

16

Is Your Home Builder Putting Risk on You?

45:13 • 2min

17

Home Builders, First Source.

47:02 • 2min

18

What's the Lumber Price Risk?

48:50 • 2min

19

The Home Builders Are Not Set Up to Manage Yombriska Hum

50:48 • 2min

20

The Demand Side of the Lumber Market

53:16 • 3min

21

Can Capacity Come On?

56:11 • 3min

22

The Home Building Process, There's No Need to Stay on Track

58:53 • 2min

23

What I Learned From Logan Twitter

01:00:46 • 3min

24

Lean Turner, Cast Turne, Inventory - It Makes NoSense

01:03:21 • 2min

25

How Much Is Your Advance Rate?

01:05:46 • 3min

26

The Cash Cycle, I'm Only Intimately Aware in the Futures Market

01:08:27 • 2min

27

Buying Lumber at 15 Hundred Dollars

01:10:24 • 2min

28

I'll Go Along at 13 Hundred for the Next Two Years.

01:12:42 • 2min

29

How Much Is the Market Paying Me to Buy Lumber?

01:14:23 • 2min

30

How to Make Money in the Futures Market

01:16:46 • 4min

31

How to Avoid a Bad Trading Decision Because of Liquidity Constraints

01:20:27 • 3min

32

Volatility Benefits Those Kind of Traders

01:23:19 • 2min

33

The Hedge Is Through the C Am E Futures Mark, Right?

01:24:55 • 3min

34

How to Get Long, but You're Not Hedging.

01:27:44 • 5min

35

Is the Futures Market Going Down?

01:32:22 • 2min

36

The Hire for Longer Thesis

01:34:13 • 2min

37

The Price Lumbers 500 Box

01:36:34 • 2min

38

The Trees Are Getting Further Away

01:38:56 • 3min

39

Home Builders, I'm Going to Get Like Trusses in Your House

01:41:35 • 3min

40

What Happened if We Don't Get the Houses Done?

01:44:48 • 4min

41

Is There a Day of Remembrance?

01:48:44 • 3min

42

What Does Piling in Look Like?

01:51:47 • 2min

43

Is There a Way to Monitor Inventory in the System?

01:54:00 • 2min

44

The Supply Chain Isn't Ready for It

01:55:44 • 2min

45

Is Hedging the Market a Good Idea?

01:57:48 • 2min

46

The Market Could Humiliate Every One

01:59:27 • 2min

47

What Do You Think the Cash Market Floor Is?

02:01:05 • 3min

48

What's the After Ours?

02:03:45 • 2min

49

The Market Isn't Smarter Than It Is

02:05:37 • 2min

50

Common Equity

02:07:18 • 2min

51

I'm an Idiot, but It's What I Believe

02:09:06 • 5min

52

Is Your Partner Getting a Huge Advantage at the Market Place?

02:14:17 • 3min

53

Therape and the Marriage Councilan - A Life-Changing Experience

02:16:55 • 4min

54

I'm So Tired, I've Been Up All Day.

02:20:59 • 3min