FWIW, I continue to think your models here are obviously not building on Cotra’s thing, and think something pretty weird is going on when you say they do. Which is not like catastrophic, but I think the credit allocation here feels quite weird.
FWIW, I continue to think your models here are obviously not building on Cotra’s thing, and think something pretty weird is going on when you say they do. Which is not like catastrophic, but I think the credit allocation here feels quite weird.