Just spitballing, but I do see lumber coming back down some. The bottleneck is mills, not wood (tree farmers are getting low prices). There is a huge amount of inflation on container ship costs which affects a lot of worldwide commodities - sugar, coffee, etc. Those should moderate somewhat down the line. The industrial commodities - silver, gold, steel probably don't crash back down. Used cars is a bubble that will pop when Americans don't have govt. slush funds burning a hole in their pocket, but housing will stay very high - housing supply is incredibly low.