We think rates will rise, but our opinion is not so much that it would knock off the growth of the economy. Given muo, rising rates, we think cash flow becomes a lot more important. So we're looking at dividend stocks, dividend payers. If rates are rising and you have no earnings or no cash flow, that's a very sensitive instrument to be owning in a rising rate environment. But i think the market is beginning to look through. We don't know everything about where we're headed with this, but we do know a lot more, and we have a lot more tools.

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