I think stepping back and watching the evolution of what people are calling a garbage return on this trade is quite funny. Start of the year people would have been all over getting a first round for Hanifin. Now through nothing more than our own narrative over the past few weeks, likely stimulated by pleasant surprise on the Lindholm return, followed by the mythical growth of unofficial trade rumours and speculation of fixing all this franchise’s woes with three trades, we’ve become devastated with this return. Not based on any data, just our own invention of what these trades might be.
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