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In the forest industry, where capital investments and forest management plans span decades, we benefit by understanding wood markets and technologies as they actually function. This helps clarify risks and provide context for emerging wood demand from new applications and more…
On February 28th, NCREIF – the National Council for Real Estate Investment Fiduciaries – sent out a note regarding a restatement of the Q4 2018 Timberland Property Index. Timberland investors, investment managers, and industry researchers and analysts (e.g. Forisk) often more…
This is the seventh in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States and Canada. The post includes an excerpt from the bioenergy research, authored by Andrew Copley and Amanda Lang. 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…
This post contains an excerpt from the Q1 2019 Forisk Research Quarterly. This is the fifth in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States. Jack Lutz, Justin Tyson, and Shawn more…
This post contains an excerpt from the Q1 2019 Forisk Research Quarterly feature article. This is the fourth in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States. Amanda Lang, Jack more…
This is the third in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States. New sawmills in the South were announced at a rapid clip in 2018, accelerating a trend of more…
This is the second in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States. Though U.S. housing slowed in the latter half of 2018, housing starts improved year-over-year in all market more…
This post introduces research covered in the Q1 2019 Forisk Research Quarterly (FRQ) and during the February 19th“Applied Forest Finance” course in Atlanta. One reliable way to underperform as an investor is to buy into funds, stocks or assets at more…
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…