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The physical facts of nature help us, at times, reconcile contradictions in the marketplace. Consider the disparity between sky-scraping softwood lumber prices and the pedestrian prices received by forestland owners in the U.S. South for their logs. I hear from more…
This post includes themes addressed in the Applied Forest Finance course. When applying Net Present Value (NPV) in finance to evaluate investments, it’s appropriate to use a discount rate that reflects the marginal cost of capital of the firm. In business more…
This post includes themes addressed in our Applied Forest Finance course. Behavioral finance teaches us that we are prone to both emotional error and brilliant insight, and sometimes we confuse the two. For this reason, when evaluating investments, we value clear more…
This is the fifth in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Below is an excerpt from this quarter’s featured research. Forisk closely reviews more…
This post is the fourth in a series related to the Q1 2021 Forisk Research Quarterly (FRQ). It includes topics that will also be addressed in the (virtual) Applied Forest Finance course on March 4th, 2021. When we feel uncertain about more…
This is the third in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The U.S. housing market continued to trend higher in December, driven by increased more…
This post is the second in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Words and their combinations are so interesting. Ice is frozen water. Cream more…
Visitor traffic on the Forisk Blog increased 24% in 2020 over 2019, for an eighth consecutive year of growth. Thank you! Here are top posts from 2020, along with a few popular posts by topic: Forest Finance: What Does a more…
In 2020, the U.S. economy has offered a bundle of mixed signals. Crashing growth and demand in Q2 led to a massive fiscal stimulus. Bullish stock indices and housing markets sit on uncertain labor markets. Even after tremendous growth in more…
Our bottom-up understanding of timberland investments and the forest products industry depends on the link between wood flows and cash flows, the theme of our annual investment conference. The (1) steady, localized harvesting and delivery of logs to (2) mills more…