eswar prasad from cornell university. good time to talk to professor prasad about a single best chart. we saw the rating cut earlier today. indonesia is the emerging market du jour. our single best chart indicates the dampened animal spirit of brazil and the immense challenge they half. slope matters. -- the immense challenge they have. slope matters. the boom through the 90's is described by the red line, and then it flat out stops. there is really a history of economic mismanagement in brazil, compounded by the political instability right now. commodities are hurting brazil. you think about the weak demand from major export markets like china. tom: richard, i saw you on the front row of the world cup. you guys go down there -- how do you consult the government or private business to modernize in richard: november, brazil has some pretty good winners, too. think about anheuser-busch, one of the best run beer companies in the world. brazilians now -- tom: how do they extend that into best practices? these few companies are