Is It a by the Dip Moment for Value?

Growth stalks in particular are getting hit right now, which you would expect from a lot of the factors that you just mentioned. Material cost rising, cost of capital rising and even labor cost not rising too. And those should squeeze margins of companies over the medium term. To answer your question, i as we make money on the shorts a, we certainly deploy that capital into value a businesses that we think will do very well or value stocks. The majority of that capital is related to commodities.