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In this morning’s edition of The Macro Show, Hedgeye CEO Keith McCullough answers subscriber questions regarding how the recent correction in lumber prices.

"When I think about housing, I think about wood. Both of them are threatening a Hedgeye TREND breakdown right now,” explains McCullough, as he goes on to discuss where he’d be allocating capital right now.

“Rising interest rates are a major catalyst to the downside for both of these.”

Keith McCullough’s Forecast For Lumber & Housing Stocks - investing ideas