EP 129: The Price Is (Already) Right?

Bart Charles returns, and we’re not mad about it. This week, we unpack the buzz around Hem-Fir now being deliverable on the CME lumber contract—try to stay with us, it’s worth it. Gregg walks through what’s happening in the cash markets and how deep the inventory buying goes. Then we all weigh in on how much of the upcoming CVD/AD action is already priced in. As usual, we gave away more trading insight than we should’ve… but if you’re listening, we figure you earned it.

Contact the show members at:

Charles@AtlanticForest.Com
Gregg@Sitkainc.com
Ashley@Sitkainc.com