How to Short a Stock in a Bull Market

David Barger: I measure performance of stocks in different ways, almost like upside-down side capture. And when you do that and you rank every stock for its upside- down side capture, what you find is that a lot of the stocks that are leading in industrials actually are a bit more defensive. So it's on the one hand, it's good to see industrials as a leadership sector, but it's certainly not like staples or utilities. But having said that, even still within industrials, there's still a lot of defensive leadership going on there. It's worth mentioning that your, your fund is a long and short fund. So you, you do