but i agree with marc pouey. equivalent types of stock and the broader market has not kept up. you may call them value stocks, the ones that are leveraged for our industrial growth. the trump trade. whatever you want to call it. those stocks have not performed. they have not kept up. so again, if you are an investor looking to buy low and sell high, those are areas you want to look. and we like financials as well. we like some of those areas that have not kept up in the long-term investment. i think we are in the early and mid-stage of that. scarlet: that is the wildcard. i am looking at the sector rotation net is taking place right now. not much of a mutation compared to yesterday. energy stocks are down by .6% and yesterday they were the leading decliners. health care shares and tech shares are the leaders. marc pouey, i want to pick up on something that you've mentioned. you are more dubious because of the leverage situation. we have talked a lot about talking about one ratio. we don't talk as much about debt