This describes my usual creative process. You start off with digesting a story at a high level, and things seem clear - although most of the times presented wrong. Then you dig in, start asking questions, go all the way to the very bottom of detail, and things are confusing, ambiguous and not clear. After this stage it is time to rise up again to come to a new high level story. And that high level story is most of the times a completely different one from the first version that we started off with.
A parallel can be drawn to financial analysis: you start with a napkin, build a very detailed spreadsheet, and end with an extremely simplified chart (that looks different from the napkin you started off with).