The crew returns from “fall break” to catch up on… everything. We talk Taylor’s record-smashing release, then pivot to the serious stuff: ongoing tariff turbulence, why uncertainty -not any single policy - keeps us up at night, and a trio of headline moves (Potlatch-Deltic + Rayonier rumors, Hillenbrand going private, and more). We react to Interfor’s Q4 curtailments, talk South pine softness and exports, check mortgage apps amid new rates, peek at the late-October Fed meeting, and close with a quick lumber-price tick.
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