Henri, I am inspired by your question. I think that I will try to write down what I think it is all about. Just for me. I have read enough and thought enough about it. Don't worry I won't start another Substack, nor post a long reply, there are plenty of more astute than me doing so. But it should do me good to sort out how I am explaining it all to myself. I am no longer so perplexed as I feel that I do understand what is going on and why.