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I had to say this: GOT WOOD? I work in the trade and housing is lack-luster but the commodity is a necessity.
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timber is a long term play that is completely resistant to any market shenanigans....renewable and always has value...
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Really based on Jeremy Grantham's pitch. See my blog entry, 11/14/2010, for more.
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How fun is it to say that wood is going up?
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