Here are some things I think I am thinking about:
1) Holy lumber, batman! Have you checked out lumber prices lately? Prices have TRIPLED since the March bottom. It's one of the most interesting economic developments since the pandemic started. Basically, people started staying home and realizing they wanted to remodel the house. Other people started moving out of big cities driving demand for new construction. Young home buyers tried to pounce on the economic weakness. Lumber mills got shut down due to the pandemic. And the government printed a few trillion dollars and bolstered