The Long-Term Algorithm for GE

I still like all of them. GE, 64% year to date, Broadcom 52%. Starbucks hasn't worked out. It's flat. But I don't have any doubt that the long term algorithm is still very strong in terms of growth at scale and also scarcity value. So I like it very much. We just talked about XLF. I picked Morgan Stanley because I said capital markets are going to bottom sometime this year. And I wanted to play that as a theme into the second half of the year. They will eventually see some upside and positive revisions there.