seen a lot throughout 2015, which is more companies that have nor domestic exposure, less commodity exposuxposure, those are the ones that have been delivering on their earnings. those companies that are really dependent on commodity prices which have been under pressure all year, those have really been the losers throughout the earnings season. so i think that's going to play out yet again in q3. that may start to change as we get into q4 and in 2016 as the dollar has started to stabilize a little bit, oil prices have started to stabilize, but for the current quarter that's still going to be to be a big factor. >> that's what i was going to ask you, is the worst behind us? in other words, when we start having different comparisons, first quarter against last year's fourth quarter, this year against last year's fourth quarter. the commodity price slide, the energy issue, the dollar and so forth. >> i think so. if you look at where oil prices were in the fourth quarter of last year compared to the fourth quarter currently in october, they've already started to come down a bit. the dollar's