Curley Reprise; Density Change; Fading Fade America; Redemption Risks; Generational Flippening
Five Idea Friday: 20 some-odd charts to carry you through the weekend
Curley Effect reprise
a conquered frontier over time
Fading the Fade America trade, and a riff on Europe
BDC Minsky redemption risks (or nah)
great generational flippening (sooner than you think)



