displacement of factory workers by china and southeast asia. so it's a fascinating world that we're living in today that they say textbooks don't have an answer for. maria: you would think that the dollar would be trading better but that's not the case. so what do you want to do based on all of these single nas. you want to short the market or be all in? >> i want to be right in between there. no. i think that, i think that -- so what i'm trying to say is, you're going to see -- you're going to see real inflation happening. this time it's going to be a global phenomenon. it's not going to be, let's say, contained by a sovereign wall or one down tri's policy. it's going to be global in its nature and that's something we haven't experienced as a world in a very long time. and so when you ask do i want to be all in the stocks or do i want to be short, you know, i think that there's so much money around the world that, you know -- i'll give you an example of the ridiculousness that we're