Working doc on rough weekly 5237. Open questions inline.
Related: daily fine-tune 1989, annual data room 2045.
Cross-section thread: 2024-01-01 delaware. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Burn rate → rag → retro. Worth a second pass; the burn rate angle keeps coming back.
- Learning → learning → model. Worth a second pass; the learning angle keeps coming back.