I'll Throw My Current Thesis Out There Now

Stephent: I think that for a while i've thought that most of this is political. It's a lot of smoke and mirrors. My base case coming into this year, honestly, was that we're going to see some posturing,. But in the beginning of the year, i don't think i had this framework to work with exactly. The markket is already ahead of where liquidity is, right? You have higher hurdle to overcome.

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