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We don’t succeed in business or investing by falling in love with our own ideas. We profit through continuously and doggedly comparing our prior decisions to actual results in order to calibrate our “model” of how the world works and more…
Visitor traffic on the Forisk Blog increased 11% in 2018 over 2017, for a sixth consecutive year of double-digit growth. Thank you! Here are the top five posts from 2018, along with a few popular posts by topic: Forest Finance: more…
On September 24, 2018, China implemented additional tariffs on over 5,000 U.S. products worth $60 billion. The levies cover certain logs and chips at either a 5% or 10% rate. These tariffs were in retaliation to the 10% duty placed more…
When Mr. Market speaks, it’s not personal. Your business and investments either generate cash and earn profits, or they don’t. In timber and the forest products industry, the efficiency of how this message gets delivered varies up and down the more…
My first exposure to pallet manufacturing came while working as a harvest manager and log buyer for a pine sawmill in Barnesville, Georgia in the mid-1990s. While procuring pine logs for our mill, I often sold hardwood pallet logs to more…
Early in my wood procurement career, my friend and timber buyer Fred Voyles taught me that, as a forester buying logs for a mill, to really learn and have an impact, to improve a situation or reinforce an expectation, to more…
This is the third in a series related to the Q4 2018 Forisk Research Quarterly and Forisk’s annual “Wood Flows & Cash Flows” event on December 13thin Atlanta. Sometimes you feel like a nut, and sometimes you don’t. Rising interest more…
This is the first in a series related to Forisk’s Q4 2018 forest industry analysis and timber price forecasts for the United States. Despite September housing starts declining 5.3% on a seasonally adjusted annual rate (SAAR) from August’s downwardly revised more…
Over the past decade, Eastern Canada has consistently been the fourth-largest installed base of regional softwood lumber manufacturing capacity in North America, behind the U.S. South, the U.S. West, and Western Canada. However, the region has gained importance as a more…
Based simply on what we know and where we are, we can identify value-destroying exposures and viable empire building opportunities that could disrupt the forest industry as we know it. The first post in this series summarized the current economic more…