FlowBank

1080 days ago

$WOOD ETF is soaring

Lumber prices keep climbing. The peaks we had seen in 2018 are 50% lower than the one today. The red-hot housing market keeps the demand high while the supply does not seem to be able to follow. The iShares Global Timber & Forestry ETF price has doubled in the past year and is now reaching a record.

#Commodities
Lumber prices keep climbing. The peaks we had seen in 2018 are 50% lower than the one today.

1080 days ago

Complacency or are funds just going elsewhere, eg: crypto?

This graph shows you that at the onset of covid folks bought gold as a haven asset mainly out of fear of the March 2020 crash. This turned out to be a terrible investment both because tech stocks blew up and because bitcoin ramped up in price thus offering a much better return and an alternative to gold as haven. With bitcoin in, maybe Gold is just out instead of not being popular as a haven.

#Commodities

1081 days ago

Lumber prices are up through the roof

Lumber futures prices skyrocket as the demand outweigh supply. The nearest delivery contract (May 2021) settles at $1,294.70, which is almost 4 times the prices of one year prior: $345.

#Commodities
Lumber prices are up through the roof

1084 days ago

Want to learn about the lumber market in 4 minutes? Great Bloomberg interview by @LumberTrading #video

Watch the interview in this tweet:

#Commodities
Want to learn about the lumber market in 4 minutes? Great Bloomberg interview by @LumberTrading

1085 days ago

US 10-year real yield vs. Gold: is gold alright?

Gold seems to have dropped a little too much compared to real yields. 

#Bonds #Commodities
US 10-year real yield vs. Gold: is gold alright?
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