I Think the Inflation Story Is Going to Become Increasingly Overwhelming

The dollar has strengthened. That'll take pressure off of imported consumer goods. Supply chains are getting better again. It's really a pretty good read here for, you know, where we are on the cycle. Health care and staples do well after a peak of inflation. And actiously, in this last couple of days with walmar jonofe read the transcript or not? The earnings, the earnings call was fantastic, just in terms of getting sort of real granularity on what the consumer is doing.