i know you like ensco which is a natural gas play. why do you like it amidst all the options to choose from in energy? >> well, ensco is in the offshore drilling industry. it is very cyclical industry. i think we're at the low point of that cycle right now where we have a little bit more capacity than we have demand. i think that changes in one year. when you look at a company as cheap as this, pays around 6% dividend, their payout ratio is less than half, i think you have a real value here. and they're going to be, they will have one of the youngest, most technologically advanced drilling fleets out there in the world and that will be a real boon when that inflection point tilts probably next year sometime where there is more demand than supply for these big offshore dwelling floats. liz: scott, i don't know, if you saw, there was a good thing on bloomberg.com, how many people, big mon people, sign adler in 2010 ripping federal reserve for its very, very easy policy of quantitative easing. quite frankly how wrong they have been when