Crazy, in this sense, perhaps equates more with 'irrational' than 'erratic'. In 08' Everyone basically knew why things were melting down (or had a narrative th

Crazy, in this sense, perhaps equates more with 'irrational' than 'erratic'. In 08' Everyone basically knew why things were melting down (or had a narrative that fit the data) but people were pretty much dumbfounded at the massive move with little or no immediate cause.