Random length lumber futures are up 200% since the pandemic began. Copper and soybean futures are both up 60%. Industrial steel is up 133%. Industrial silicon i

Random length lumber futures are up 200% since the pandemic began. Copper and soybean futures are both up 60%. Industrial steel is up 133%. Industrial silicon is up 70%. Sunflower oil +114%. Wheat +20%. Platinum +29%. Gold +20%. Aluminum +32%. Energy futures +30%. Natural gas +42%. SPX is up 25%, despite almost certainly taking a productivity hit as a whole. The money is definitely flowing, and consumer prices will be a lagging indicator as multi-year supply chain contracts expire and are renegotiated on the higher raw materials prices.