At present, I am really of the opinion -- I was enlightened in this respect by a post of burrahobbit's -- that Bombadil is some kind of personification of the Music of the Ainur, which seems to make so much sense when you think about it (his power lying in songs, and the like). Certainly I don't think he was a Valar, and as to Aule, I don't see any evidence of that. Surely an Ainur would have been affected by the Ring?
However, I would still like to see that essay of yours, Osse. Post it here sometime so we can read it. It's always good to hear opinions, and actual essays are particularly interesting.
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