CME:LBS1!   RANDOM LENGTH LUMBER FUTURES (CONTINUOUS: CURRENT CONTRACT IN FRONT)
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LL compared with Lumber future

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so which one is is miss valued? LL or LBS1!??? Im going to go with the ones that are actually selling it at retail. Supply shortage is the cause of the LBS1! increase but im not so sure the demand will be there especially at $65 for a sheet of plywood. People will just put projects on hold, LL can not profit at levels like this, they need cheap lumber, high cash flow to fufill their business model. I will definitely be watching these two going forward
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