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Lumber Bubble Bursts; Term Structure Slope Suggests Relief Coming For Homebuilders
Nation & State ^ | 6-17-2021

Posted on 06/17/2021 3:46:05 PM PDT by blam

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1 posted on 06/17/2021 3:46:05 PM PDT by blam
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To: blam

That’s good.
Is Blackrock still buying houses for >25% over list?


2 posted on 06/17/2021 3:47:09 PM PDT by EEGator
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To: EEGator

Yes


3 posted on 06/17/2021 3:49:15 PM PDT by ChildOfThe60s (If you can remember the 60s.....you weren't really there..)
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To: EEGator

I don’t know, but I’ve been wanting to extend the back deck into a lower party deck so I can put a hot tub in for purely scientific reasons.

The prices have been so bad I haven’t even fixed some basic stuff like fencing.

Although occasionally I like to flex my wealth and shoot at my 100 yard target which is backed with OSB. *flex*


4 posted on 06/17/2021 3:50:40 PM PDT by Bulwyf
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To: blam

“This week’s latest housing report showed May permits plunged to the lowest level since October. The chart below suggest surging costs are halting new construction.”

“home buying intentions among consumers are at the lowest in two decades as lumber and other costs push housing prices to unaffordable levels.”

bidenomics fuchs construction workers as well as renters wanting to own their own homes ... of course, when dwelling prices skyrocket so does rents, so renters are double-fuched ...


5 posted on 06/17/2021 3:53:09 PM PDT by catnipman (Cat Nipman: Vote Republican in 2012 and only be called racist one more time!)
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To: blam

Good because hurricane season is coming up and people need plywood.


6 posted on 06/17/2021 3:54:12 PM PDT by McGavin999 (biden is not my president )
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To: blam

Nothing short of mania seems to govern the market this last half decade. We are just limping out of a self made depression and copper and lumber went to new highs? Doesn’t make sense. My financial advisor wondered what I thought and I said I just can’t invest in equities or real estate right now. Just doesn’t make sense.


7 posted on 06/17/2021 3:54:36 PM PDT by Sam Gamgee
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To: blam

Most this lumber problem is artificially caused by the 5 or so major Lumber companies. Loggers haven’t got a raise. Lumber yard margins are still the same, mills, and transportation people aren’t making more money.
But Corporate lumber profits are going through the roof.


8 posted on 06/17/2021 3:55:50 PM PDT by rellic
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To: blam

Bkmk


9 posted on 06/17/2021 4:04:23 PM PDT by sauropod (The smartphone is the retina of the mind's eye.)
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To: blam

Say it three times fast:

Lumber bubble bursts
Lumber bubble bursts
Lumber bubble bursts


10 posted on 06/17/2021 4:09:58 PM PDT by married21 (As for me and my house, we will serve the Lord.)
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To: blam

Been trying to get replacement windows for MONTHS.


11 posted on 06/17/2021 4:12:40 PM PDT by RushIsMyTeddyBear (RIP my "teddy bear". )
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To: RushIsMyTeddyBear

BTW..hello, Leland (my fave talker.) I know you are reading our threads. 😊


12 posted on 06/17/2021 4:15:31 PM PDT by RushIsMyTeddyBear (RIP my "teddy bear". )
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To: catnipman

Yup

Rents have to go up

Lots of landlords are paying mortgages that can be impacted


13 posted on 06/17/2021 4:17:09 PM PDT by Secret Agent Man (Gone Galt; Not Averse to Going Bronson.)
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To: blam

It would have been nice if there was a way to go to Home Depot, Lowes, or lumber supply, show a card and get the normal prices.

While the home builders, slamming up home after home after home, to accommodate the massive liberal invasion into the suburbs, have to continue to pay through the nose.


14 posted on 06/17/2021 4:18:04 PM PDT by qaz123
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To: Bulwyf

You have a backyard target???

I am so jealous…..


15 posted on 06/17/2021 4:20:19 PM PDT by SeaDragon ("Life is tough ..... It's even tougher if you're stupid." - John Wayne)
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To: catnipman

as well as renters wanting to own their own homes ...... if Wall St, hedgefunds and companies like Blackrock have anything to do with it, there won’t be any homes for renters to buy.

BlackRock owns America’s homes — and a whole lot else

https://www.americanthinker.com/blog/2021/06/blackrock_owns_americas_homes__and_a_whole_lot_else.html


16 posted on 06/17/2021 4:24:40 PM PDT by qaz123
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To: blam

I’ve said many times, the cure for high prices is high prices. Producers scramble to produce, buyers buy less or hold off, and prices start falling.


17 posted on 06/17/2021 4:27:34 PM PDT by BiglyCommentary
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To: SeaDragon

Out to 2500 yards, yes. You’re welcome to come try it as long as you’re a real American and not a closet liberal lover heh.


18 posted on 06/17/2021 4:28:09 PM PDT by Bulwyf
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To: blam

It’s amazing how people are amazed at the interplay of supply and demand.

They can give you a thousand reasons why things don’t make sense or are too high or detached from reality or too low (wages, or whatever they are selling) or secret central bankers etc. but supply and demand never crosses their lips.


19 posted on 06/17/2021 4:38:23 PM PDT by SaxxonWoods (Any comment might be sarcasm, or not. It depends. Often I'm not sure either.)
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To: Bulwyf
Although occasionally I like to flex my wealth and shoot at my 100 yard target...

If you can shoot out on your yard like that you're a wealthy man - no matter how much or little money you have.

20 posted on 06/17/2021 4:41:35 PM PDT by AAABEST (NY/DC/LA media/political/military industrial complex DELENDA EST)
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