The Consensus of Investors on the Cyclic Move

The rest of the world is clearly contracting and very quickly. The catalysts like China reopening that we expected to drive demand for more cyclical sectors energy and materials are two of those. Shannon don't you think China's going to stimulate like any day now? They are stimulating. Regardless of whether increased stimulation works or not debatable. I mean that's going to provoke these markets whether it's, by the way look at where oil is - on a five week wind streak.