i mean, we're very big fanses of small and mid-cap industrial u.s.-focused companies.arket share from -- from overseas. in fact, jeff immelt was quoted about six months ago of saying that outsourcing may be an obsolete model of business, and what's happening is that now companies are increasingly beginning to look at the total cost, not just labor costs, but transportation costs, energy costs, political risk costs, all those type of things and they are realizing, hey, maybe manufacturing in the united states isn't so bad after all, and so actually small and mid-cap industrial companies and manufacturing companies, the stocks are doing exceptionally well, and nobody cares. that -- >> anything to stay away from, rich? >> i'd personally stay away from the emerging markets. everybody loves emerging markets. just had massive inflows and record inflows into emerging markets. many of the major emerging markets are caught between inflation and growth. i don't know if anybody saw wholesale food prices in china this morning. they came out much higher than expected. that's exactl