companies like d.r. horton, k.b. homes, they have been underproducing for 14 years. it's not a one or two year thing. >> the charts are really telling an amazing story about the movement and some stocks. i forget which one was up 50% plus. jimmy, you make the argument higher for longer is hard to be bullish. obviously not. >> you're talking to somebody as you know, scott, who has been bullish. listening to steve and josh and thinking to myself, i'm a little nervous. i understand the economy and i've been a proponent of this, has withstood higher for longer. i worry about credit card delinquencies. i worry about the banks. and here is what my point is. can i finish the point? >> after i make this point. but for somebody who says they're nervous, you weren't nervous with general motors. you weren't nervous with citi. it's okay to have missed the trade, but, i don't know. it's obvious to me by looking at the charts, higher for longer has made it not difficult to be bullish. >> good point. allow me to elaborate that i'm not selling citi, general motors or delta airlines,