I haven't said what I think it is, only what I think it could be.
The Cashman's talent, long term philosophy, blah, blah is cliche naive nonsense. If he's so good, and the philosophy is so Socratic, why don't they get fleecings in the offseason? You erroneously attempted to use this against the case for collusion as it was easy to show motivation for limiting the help to the deadline, but it seriously damages a "He's so super" argument because if it was all about talent, he'd get big wins in the offseason too. Of course, you didn't think about that before you went with the cliche, because you aren't thinking about this, you are just thinking of excuses.
In other news, this notion that Cashman's talents are the key here is every bit as absurd as the idea Hank blustered about ARod to drive the price down.