I don't see the validity of these evaluations without first knowing the actual reasons for the ROR trade. Without facts, it's all speculation, and these "evaluations" are built on gossamer wings, worth nothing, watering down...nay...destroying...the quality of the subsequent discussions. This is why we're stuck in this circle of ROR nonsense, because everyone knows no one knows a thing other than what happened superficially, and some are happy to exclude facts and context for the sake of discussion, while others know a fundamentally worthless discussion is made even more worthless by the exclusion of the facts and context.