Real Estate is making a 90 degree turn-

Whilst driving this past weekend

I couldn't help notice that the lumber mills

were loaded with timber, and i MEAN LOADED.

Not only were the yards full but finished product 

was stacked high and ready for transport as were

trucks busy arriving for more milling. A couple things about the

wood biz, you don't cut the trees unless you have orders.

Time travel back to 2008/09 and those same yards were mostly empty

and were operating on wayyyy reduced shifts vs now and I expect

they are running 24 hours a day. OOOOO time.... for just when we were ready to

dig a hole the economy is alight with the bustle of cranes, full shopping carts

and customers in parking lots and aisles. Real Estate has very likely bottomed. This may 

likely provide more confidence for rising equities as well.