But I think you need to consolidate your views sometimes. Cause I scroll further and further down your tl and miss the silver lining.
I fail to see the deleveraging trade as of yet.  

 Appreciate that feedback.  It's an age issue.  Have a hard time with short, to the point, notes.  Always feel the need to provide as much supporting details as possible.  

Will work on being more succinct moving forward.  

 also here for it. we need all perspectives.