In mid-December I thought that the plan looked something along these lines:
Since then and especially with the Hottovy radio comments, I think the SP is viewed as a singular role and there's probably a greater emphasis on the bullpen(maybe increased since the Counsell hire?). In that light, I think you can break this into 3 chunks:
Most of the good fits for bats are still available, and they're heavily Boras dependent. Was probably always gonna take until January given the weak class unless a good trade presented itself.
Most RP options are still available as well, and especially if they aren't sprinting to hand out a 3+ year deal, those always take until January
SP has dwindled somewhat but if you're only getting one then a lot of the options that have come off the board you'd prefer to see as contingencies, and even some of the heavier targets have slightly higher risks in that context(e.g. risking Glasnow's health if he's the only SP).
I'm dumb enough to keep thinking Lucy won't pull away the football this time, but I do wonder if they don't pull down Imanaga that they don't get very serious about whatever trade irons are in the fire. I think some of those teams have probably been holding a pretty high price until options started dwindling(especially given the lack of worst case scenario so far from the Bally situation), so maybe this is the point where things start getting across the finish line.