cynthia koons wrote a great piece for bloomberg businessweek on the terminal.he big take on the terminal every day, it fits into how the u.s. is not actually ready for some of these additional variants. we keep talking about the delta, this is now covid. the delta is it. cynthia: a variance like delta is so infectious it basically dominates. it becomes its -- darwinian. it is so strong and tough it becomes the most dominant variant. the cdc said yesterday, 83% of all new cases now. it has basically squeezed out -- which was doing this prior. alpha was very infectious, delta is more. the risk is that more infections come down the pike. we really don't know. caroline: the beginning of the edging up is worrying. we are seeing a play out in the u.k. i've just come back from there in the delta variant hit their first and furiously. it has now taken over. the amount of infection is spiking significantly. hospitalizations are not nearly as bad. how much of a fear factor is this? cynthia: it is hard to say. it takes a while to understand these things. it takes a while