The s am p 500 for the last two weeks has been more or less consolidating after a really explosive rally through the latter part of march. Do you think that there's enough gas in the tank for more upside from here, or what's your take on the markets? Well, i don't really have any strong conviction about direction of equity markets, because i freely admit i don't understand what's holding it up. As long as those things are true, this war cycle, to me, just has to say, stronger dollar. I think we're ultimately headed much higher in terms of oil prices.