We can expect two months of lost production, and coming in the peak-demand period this is the worst possible news.

In my view, prices had probably gone down too far, especially with peak demand winter season looming.

We're just going into the peak season. Anything that is going to disrupt supplies is very unwelcome.

We've definitely exceeded my expectations. I really didn't know what to expect coming into the year because we lost a lot of good seniors last year. I was very pleasantly surprised at the new guys we brought in. It's made the season very enjoyable.

At each such turning point since 1960, industrial production has risen notably over the succeeding 12 months. This period is unlikely to be an exception.

Home sales are coming down from the mountain peak, but they will level out at a high plateau -- a plateau that is higher than previous peaks in the housing cycle. This transition to a more normal and balanced market is a good thing.