What Do You Think About China Reopening?

The China issue is challenging something that had gotten people very excited coming into this year. I think raising the geopolitical angst and talking about worsening relations between China and the US, I think it complicates the ability to play that trade. So as we sit here and think about things that could push markets down in the short term or cause things to just lose a little bit momentum, to me, frankly, that's a more legitimate downside catalyst than say, earnings need to come down a little bit more.