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John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese... More
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  • Lumber futures Have Been Red Hot 0 comments
    Jun 3, 2009 11:54 AM | about stocks: LPX, RYN, WY

    Those fortunate few who took my advice to go long lumber futures (http://www.madhedgefun...) can now go out and build a bonfire to celebrate. Since then, the homebuilder’s favorite commodity has rocketed by 35% to $200. The biggest producers, Weyerhaeuser (NYSE:WY), Rayonier (NYSE:RYN), or Louisiana Pacific (NYSE:LPX) have also done well. The last gap up was prompted by more mustard seeds that the housing market may have hit bottom. The enormous subsidies offered to first time buyers is also helping eat into inventories.  After seeing similar Chinese inspired moves in copper, crude, and coal, this is further proof of the beginning of a much broader, long term bull market in commodities.

    Stocks: LPX, RYN, WY
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