Charles breaks down how SYP is trading — some items are moving, but others are dug in tight.

Matt walks through what he’s seeing in Texas as activity starts to open up, and why low-grade SPF is creeping closer to #2 in ways that matter. Gregg zooms out to the macro, unpacking monetary supply and asking the big question: what kind of price move would hurt the most people the most?  Ashley connects the dots on what he knows is happening in real-time supply and demand. Did we leave the studio sucking our thumbs… or bulled up and ready? 

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