It's actually a great measure. We stand behind the housing starts as a measure, but they're not a great measure of sentiment.
What's happening right now is that people are using housing starts as a measure of sentiment and saying there's nothing to worry about because housing starts are strong. That's not exactly the reality. The reality is that housing starts are strong now because sentiment was strong a few years ago.
However, housing starts are still a really important measure. They're highly correlated to completion. We have a history of data and a very important and factual trend line for that over many years, but the situation we find ourselves in today is very different from what we have found ourselves in during the previous decades. We have a very particular drop in sentiment that has not been captured there, so we need a different measure for that.
