I realize that I have lost whatever momentum I ever had with this thing and that my readers, all three of them, are long gone. Them's the breaks. I wish I could help you out. I know most of you. Just call me. I'll probably forward it to voicemail and never call you back, but you never know.
If anyone knows how to quantitatively measure risk using marginal contribution and salvage rates, let me know. My brain hurts.