and some of e consusume stapaple areaeas. those have b bee left bind adds the market hasone up. as youou look at some of t t dr companies and the drugstores. along with ke and pepsi are reallyly gdd buyuy right no >>t's follow that. dadais goggrom thee defensive sectors. ininde ththe market,, mmoditie ha ld off. oioi todada gold has soldoff. raraw materials havave sd off. trsury bond ratesave come way y owow looks like a deflation play iss replacing the reflags s play. what does thatat mean forinvestm strategy rhtht in here? do you go denensi andtatay awawayrom the c cyccacalshat haha let thehe market re until recently. thanks for havingngme f fir anforemost. have ha a l of greatt people come on y you show. we haveoo fusus on c capity forr ri.. you mentionn deflation. i think we are in t midst of deflatioionnyy cycye.e. the envnvir m we ar seeeein is increasing reregutition rising xes. ssive amounts of dt while the governmementss competitingo debtbtndnd ineaeang their ouount of dedehey are king o dd that is all going squeeze corporate earnings l lon term. i do belieie that ststa