Positive takeaway is that the LR consensus is now bouncing around, which we know implies potential change. Scandy ridging seems to be showing up more consistently, which implies a change upstairs. PSU's concern sure is a valid one, but as he and some of us have stated for a few weeks, there are multiple indices to consider in the LR guidance, so worrying about 1 (albeit a potentially big one) still doesnt mean we can't overcome so long as other players show up.