Best Buy’s Comeback; Lumber Prices Are Falling
Whitney Tilson’s email to investors discussing China to release metal reserves in effort to tame commodities rally; lumber prices are falling fast; how Hubert Joly changed Best Buy Co Inc (NYSE:BBY) without everyone hating him. Q1 2021 hedge fund letters, conferences and more 1) These two headlines in the Wall Street Journal caught my eye because they're contrary to the skyrocketing inflation narrative: China to Release Metal ReservesChina to Release Metal Reserves in Effort to Tame Commodities Rally. Excerpt: China said it would begin to sell major industrial metals from state stockpiles, an ...