First I'll say your analysis is thoughtful, clearly you put in the time. There are some big gaps in your understanding that are plugged with bias or speculation, but thats not entirely unexpected. It is by far the most interesting region of Bob right now, and being an outsider is going to lend itself to speculation and assumptions.
I won't repeat everything GK said as he hit many of the big points, but some of your claims I do resent. You can DM me to discuss if you want.
i'll give a 4 of 5
Its thoughtful and a good read even with the holes, and this kind of con