we're going to do that with jeremy bryan manager and jeremy, you highlighted home depot along with wal-mart as some of the stocks that you're keeping an eye on to really get a sense of where the consumer is and with that in mind, where's the consumer? jeremy: yeah, i think it was honestly on your program that we saw the data that showed that lower income consumer on the s&p 500 companies that reported was amongst the most talked about subject during earning season. so there's clearly some concern about it and home depot, obviously, a little softer than expected. so from that perspective, i'm interested to see what wal-mart has to say because what i'm interested on is is the consumer changing their spending or are they just cutting back altogether, right? because inflation, we all know with regard to we've seen it in the restaurants. the restaurants have said lower income consumers hit their endpoint, if you will, to a certain extent. my question would be are they transitioning that span towards just eating more at home or those kinds of things or is this just a general cutback that's saying