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Jeremy, I'm Not Sure What to Think About in Terms of Valuations, but I Think It's a Good Thing.
Jermy: Earnings have come in strong, like waris the recession and the earnings data. And even more so, you know what we when mike brought up hay, your strong dollar fund as bee on of the best performing funds this year. I think that also goes to the benefit. We just talk about our national i think that over the next few years, you could actually see europe and japan become more competitive as global exporters.