Walk in the Pines #7

This week's best

Chart of the Week

Tweet of the Week

Reads of the Week

• WSJ piece on factories not keeping up with demand.

• Open Insights on inflation coming.

• NYT piece on a possible coming boom. Duh.

• WSJ on blue collar job boom.

• Reuters on steel prices spiking on supply issues.
  
  WaPo on US economy breaking from era of subpar growth.

• Great WSJ piece on lumber and timber owners.

Listens of the Week

• Legend Jim Leitner on the Market Huddle.

• Perter Tertzakian on Macro Hive talking energy transitions.

Watches of the Week

• Mike Alkin – Uranium Update

• Master class from my friend Brent Johnson – yes please.