Higher Lumber Prices Are Proof Of Deterioration (youtube.com)
Lots of new constructed homes coming into the market (completions) but not a lot (downward trend) of starts. So completion line is increasing while starts line is decreasing.
Mill inventory levels. Tarifs.
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Bitcoin. Most hedgefunds, endowments, pension funds are not yet engaged.
Free trade theory assumed comparable labor standards, regulations, free flow of capital so if you make money you can invest it, and that things would be in near-equilibrium, not chronic trade surpluses or deficits.
Maybe you have to threaten tarifs as a way to get them to open up. Otherwise they'll always think they don't need to negotiate anything.