A little over a year ago, I pushed 2 posts: one reflected on my own experience with Milady, and the other was an attempt to deconstruct the environment we’re in & how exactly we got here, both were underpinned by my Milady investment thesis. It took me some time to digest my own writing, and now I understand I wanted to post them as 'trade theses', just like CT traders post a chart and a little caption... For better or worse, both posts were really disguised and backloaded with some...