>> for example, i traded out of cliffs today, clf, which is a position i've been trading back and forth. this may be a breakout level and i may be, you know, very frustrated that i traded out of it, although i've been trading it between 650 and 775 we cleared through that and i think you fade a little bit, i think i get it back. >> the reflation trailed, that reflects what's going on globally here, right >> yes >> there's more going on in emerging markets >> we have the potential for infrastructure spending coming in this country. so you can even broaden that out and look at what's happening with john deere or look at what's happening with cat tractor. those are other ways to play this and i think those names still have room to run >> the pollution control constraints, to rein it in a little bit, the higher quality steel which tim talked about them going after, the pricing has increased dramatically look at l&g, if coal starts to degrade, l&g could be the play to look at here because gas is what they'll use to, you know, to heat. >> i have a question here at this point in the conversati