@2x4caster

Mainer🌲 Wood & Timber Products 🏘️ Macro tourist 📊 Opinions are my own. @Fastmarkets.

 Boston, MA via Maine
risiinfo.com/
Joined April 2012
  • Tweets36K
  • Following1.3K
  • Followers6.7K
3.5KMedia
Trade talks between Canada and the U.S. are moving quickly, multiple sources have told Global News but those same sources were also skeptical a deal with the Trump administration could be reached before the midterms. The Canadian side believes the political pressure on Trump from the Senate races in Michigan and Maine, does gives Canada an opportunity to finalize a deal that alluded them in August. To get a deal Canada would agree to, the U.S. would need to conceded on previous sticking points, such as limiting what Canada could put in trade deals with other countries and detailing exactly what US auto, steel and aluminum tariffs would apply to #cdnpoli
21
17
2
89
18,949
Hmmmm...
*Walter Bloomberg
@DeItaoneOct 26
US AND CANADA NEGOTIATE RELIEF FROM STEEL AND AUTO TARIFFS The US and Canada are reportedly negotiating a deal to ease tariffs on Canadian steel and automobiles, potentially before the November 3 midterm elections. Talks focus on reducing steel tariffs of up to 50% and 25% auto tariffs, although Washington is reportedly seeking additional Canadian concessions. Sources suggest a limited agreement could emerge quickly, but no deal has been finalized. Related stocks: $GM $F $STLA $CLF
1
1,017
*LULA WINS BRAZIL PRESIDENTIAL ELECTION, DATAFOLHA PROJECTS
30
152
51
1,798
237,007
Huh...quite the swing. Guess Polymarket isn't dialed into Brazilian politics.
Polymarket
@PolymarketOct 25
BREAKING: Lula overtakes Bolsonaro in Brazil's presidential election odds, now favored to hold on to power. 70% chance. 🔗 polymarket.com/r/Brazil26
1
6
812
Not much for forest products shout-outs, but "more fiber on the trucks" did get slipped in here with energy and mining.
Stephen Taylor
@stephen_taylorOct 25
Conservative Premier Designate Lorne Doerkson's victory in BC is a political earthquake.
2
3
827
👀
Mackenzie Gray
@Gray_MackenzieOct 25
Global News is projecting the Conservatives will form a majority government in British Columbia #cdnpoli
1
605
And yet...
Treasury Secretary Scott Bessent
@SecScottBessentOct 23
Despite Iran’s efforts to disrupt energy shipments, oil exports from the Persian Gulf are roaring back and have surpassed pre-conflict levels. The message is clear: Iran’s threats have failed to stop the flow of energy to global markets.
1
9
1,843
Seems like one of many reasons why such wide latitude over tariffs by the executive branch is a bad idea. Tariffs inherently encourage cronyism when not handled by Congress. Not to mention make it impossible to operate a business.
Gavin Bade@GavinBadeOct 23
SCOOP: Trump expected to remove some tariffs on Canada in bid to help Sen. Susan Collins, other Repubs. Reductions on agriculture and forestry products expected, could be balanced out with higher/new levies on other goods. Could happen today, though timing could slip
2
5
631
2x4caster@2x4casterOct 23
That's a touchdown by Maye.
508
That's a touchdown by Maye.
1
1,009
Call me a contrarian, although I don't love the prospects for home builders rn, looking at the affordability metrics, a new home still provides better value than the resale market at the moment. New home sales might not nose dive like pending home sales or mortgage applications.
3
1
9
3,341
2x4caster retweeted
Kevin Gordon
@KevRGordonOct 20
Stunning. Pending home sales in the US fell to an all-time low in September
60
302
72
1,718
245,029
Late to the game this morning, just arrived in Montreal. Tough housing report. Probably some noise, particularly on the multi permits, but sort of feels like we are starting to seem some cracks in activity from this move in mortgage rates on top of other headwinds for builders.
1
1
3
855
I don't say this lightly: it's already crazy ESPN isn't doing everything in their powers to keep Aikman and Buck together...but if they put McAfee in the booth, this would have to be one of the dumbest decisions in broadcasting history. There's no way they are considering this.
Evan Sidery
@esideryOct 15
Troy Aikman confirmed today he plans to leave ESPN after the Super Bowl 61 broadcast with Joe Buck. Aikman and Buck had been partners on calls for 25 consecutive seasons. There is significant buzz building that ESPN could be replacing Aikman with Pat McAfee in 2027.
Readers added context they thought people might want to know
Troy Aikman said he will be a free agent after this season but did not confirm plans to leave ESPN. McAfee has denied any conversations about replacing him in the MNF booth. latimes.com/sports/story/2… x.com/PatMcAfeeShow/…
2
1
5
1,812
Of note this early morning: the yield on 10-year US government bonds has fallen sharply, trading just below 5.10%. #economy #markets #bonds #yields
95
133
22
1,010
94,570
Ok, help a lumber guy out folks, what's a core weave?
1
3
1,220
Pats allllllll the way back.
NESN
@NESNOct 11
WE'VE NEVER BEEN MORE BACK 📈
2
671
2x4caster retweeted
ian bremmer
@ianbremmerOct 11
i understand that diesel prices are high and midterms are coming soon. but it’s nonetheless extraordinary that the united states has decided to help finance russia’s war against ukraine.
351
595
41
4,842
511,301
Another imposter @Rory_Johnston Blocked and reported.
1
732
We can't build homes because little Jimmy needs Claude to do his homework.
John Arnold
@johnarnoldOct 8
This. from @DKThomp
2
1
15
2,302
Load more