My Account | Sign In
This is the second in a series related to the Q2 2020 Forisk Research Quarterly (FRQ) which includes forest industry analysis and timber price forecasts for North America. We entered 2020 expecting to navigate the tradeoffs of a slowing global more…
This post introduces research covered in the Q1 2020 Forisk Research Quarterly (FRQ). I’m not the world’s biggest baseball fan (I’m not even the biggest baseball fan at Forisk), but the quantitative nature of the game does appeal to me. For more…
“The future is not something to be predicted, but to be made.” – Professor Nick Montfort in The Future (The MIT Press, 2017) Discussions of inverted yield curves and equity dividend yields purport to clarify the tea leaves of investor intents more…
This is the third in a series related to Forisk’s Q3 2019 forest industry analysis and forecasts for the United States and Canada. Everyone can relate to the sensation of barely recognizing an old friend you’ve run into at a more…
This is the second in a series related to the threat of substitutes based on research in the structural panels industry. Part I introduced core themes and the sector. Why Substitute? A consumer considers substituting one product or service for more…
This post is the fourth in a series related to the Q2 2019 Forisk Research Quarterly Forisk forecasts an additional 3 BBFT of sawmill capacity in the South over the next three years. If trucking is strained, how do we more…
“Reality is frequently inaccurate” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy It has been a couple of years since we last discussed the performance (and drivers) of our logging cost forecasts. At that time, we were seeing increased 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…
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…
In the 1991 movie City Slickers, the crusty trail boss Curly, played by Jack Palance, gives life advice to Mitch, played by Billy Crystal: Curly: Do you know what the secret of life is? Mitch: No, what? Curly: [holds up more…