The next secular inflation cycle that everybody thought would never come back again, i think it is back. In longer term waves, there have been big waves of inflation like the 19 seventies. And i think the beginning of the next one is already upon us. I think we're going to be in a period of great change, in a great turbulence. Now that is not, i don't believe, a barish scenario. We need to understand supply chans need to change. Maybe are the days of just by spy, you're done, good bye. Buy the s and p 500. The market always goes up. The fed prints money if they have to, to get the market