Commodities - Where Do You See the Biggest Opportunity?

M, it seems that's where you continuing to place the vast majority or focus. A as we leave just for the general market, i want to recamp here. I think there's two parts of the equity markets that look appealing to me. One of them is our defence stocks. The second one has to do with companies related to a construction and engineering of of in order to bring back manufacturing to the us.