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The Pros and Cons of New Core
A lot of commodities, the big runs they had over the last year or so, you could argue that that was the end of the cycle. But in the end, when I look at it, something like a new core, it's like, yeah, it's formed a cup here and things like that. Even though we've had that fall through day and things are slowly working, I'm still more in the caution kind of mode, not the aggressive mode. And so I'm being even more selective.