He's actually come along ways towards understanding that. He seems to have conceded that only about 9% out of the 23% can possibly be used to reduce prices. That is something they had been in denial about for years.
We've been using he 9% for a long time on the purchasing power studies ... and they even look good with lower price declines, too. It's you who don't know what you're talking about.
Yes, he seems to have accepted that. But he doesn't seem to know why.