 thoughts? Well, I think that's definitely part of the spectrum of possibilities. I think it's important, and I think this is what you are doing and what I'm doing, is we're talking about what we're watching, what we think could be going on. At the end of the day, we all recognize we don't have some perfect knowledge of exactly what, but I think it's important for us to be able to talk about what we're seeing and then try to make sense of it and put it out there for people to think about. I think