if that's the case, you want to look at some of these base metals, like dbe. if china is going to start kicking around and the u.s. economy gets going, that's not a bad place to be. >> as we have this conversation, let's get right to nat gas because it's been the story the last couple days. nat gas falling for a fourth straight session after a new ten-year low after a surprising jump in u.s. supplies. as the nat gas selloff continues, what's the best way to play this? i think that's the best way to handle this, guys, obviously if nat gas continues the decline that we've seen, we need to figure out what the best ways to play that are. grasso? >> what's the most obvious plays we've talked about. they've been your chemical plays, right, they've been your firt plays. but if you look at these charts, i'm hesitant to drop in at those levels. you want to stay away from the nat gas companies because the environment is very challenged for them. what about a company likes usg? we've seen them run already. look at what they do. they hedge their nat gas, but they're only