RISK ON / RISK OFF

Investment decisions, their genesis, and our thinking behind them.

Tall Trees & Tiny Things

POSTED ON October 8th - POSTED IN Commodity, Risk On / Risk Off, residential housing, Lumber

By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]

Don't Burn Down the House

POSTED ON June 5th - POSTED IN homebuilder stocks, mortgage, residential housing

By Zev Abraham - Our country has endured an unusual past few months.  On a national level the scale of the recent civil unrest is unprecedented since at least the late 1960’s Vietnam protests and perhaps before. […]