The challenge with punditry is that you don't (never?) know the complete picture, just parts of it. Good ones try and extrapolate from "what the hell are they

The challenge with punditry is that you don't (never?) know the complete picture, just parts of it. Good ones try and extrapolate from "what the hell are they doing" to "these guys are too smart to be doing this without some other less obvious purpose", but good ones are few and far between.