Professional traders get paid because of one skill and one skill only: the ability to foresee what the world (or the economy at least) might look like in six to nine months. President Trump recently announced trade tariffs on trading partners like Canada and Mexico, which has sparked reactions in the business world. That’s exactly where a massive opportunity lies for investors today.
Out of all the industries that can be the focus for a potential buy opportunity, the lumber industry is going to be the focus simply because it offers an opportunity for investors to hedge their views on upcoming tariffs. First, consumer discretionary names will have to adjust to rising costs and tariff uncertainty, a theme that has already started considering the decline in consumer spending in February 2025.
