I was quite glad personally to write my last post.I find that it is a good idea to write out some of these things that we been struggling to piece together because we might be able to connect things through the writing process. Given the lack of comments, I am quite sure not many people got past half of the piece. Our new Providend portfolio manager Glenn read my piece and shared his point of view. Somehow, in that process, something connected much better so I went back and re-wrote the part about the driv ...