This is from Mathew Frailey, owner of Breakpoint Trades. Please click on the link to get the market report...
I recommend that you spend some time with this - Matt is a great commodities analyst. Commodities are driving a lot of the de-correlations or correlations in the markets...so I thought I would share this with you. Normally the BPT reports are protected, meaning they need a login. This report has been opened up so anyone can view it. Feel free to forward...
Click on this link the access it: BreakPoint Trades Commodities Analysis...
Update: Lumber Prices Up 24% YoY
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This is something to watch again. Here is another update on lumber prices.
*SPECIAL NOTE:* The CME group discontinued the Random Length Lumber Futures
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46 minutes ago