Meadowlark Advisors

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This article is the first in a three-part series on the global macro trends that will likely dominate the business environment over the coming decade. Each part of the series will examine the most significant and interrelated challenges facing businesses recovering from the pandemic: Demographic decline, global supply chain restructuring, climate change, and sovereign debt crisis. 

There is no going…

Out Of The Frying Pan Into The Fire

Let’s talk about lumber. During the past year, Covid restrictions kept labor at home and temporarily throttled the production capacity of US and Canada sawmills. But, demand remained strong or grew as people working from home pursued improvement projects. The sawmill downtime depleted wholesale and retail inventories and, with demand spiking, mills…