Over-Thought: Better Late Than Never

I’ve slacked a bit with my usual breakdown of 31 Thoughts, though I’m sure no one has really missed it. This is going to drop about five minutes before the newest edition hits, so I’m really batting 1.000 on this one.

I wanted to run it back though because last week’s version was packed with some interesting trade thoughts that I wanted to opine on. So, without further ado, here is a week-old version of The OT.

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