I don't know if you can at this point. People were complacent and dismissed the concerns. Sell side only started writing about it 6 months or more after we caught wind of it. You just have to be ahead of the curve. Many reasons why sell side was complacent, including 1) analysts, especially US-based ones, are very focused on leading indicators of supply from USDA data and 2) they don't want to think about China that much bc they feel it's hard to rely on the data from there, etc