The Circular Strength Productivity Drivers

The only thing certain is that go with the circular strength and go with the productivity drivers. You want to look at any company in any sector that has not just pricing power, but ability to do things differently. If you took out energy, globel markets would not have performed any if you were in energy or financials. And somewhere between those outcomes, i think, lies a sort of resiliant porfolio. The question is how can you come? How close can you come to our star? Can you go above our star and actually become contraction?