>> by the way, that's a hemingway, not a metallica reference, just in case you're confused.k, we've done a lot of work with this over the last several months, so it's not a new topic. and the answer to your question is yes, the market can go up. on average, historically the market went down about 1% for every 6% to 7% move at dollar strength. so there's times where it went down, times where it wept up. the reason it sometimes goes up is because often it's like today, where the u.s. economy looks relatively better than other parts of the world, so you get multiple expansion on the market. at the same time, the dollar strengthens. it's not really that crazy when you think about it. >> so it's interesting, let's say the market can go up. we believe adam's thesis about what's going to happen for the stock market. i like this goldman note today. no offense, adam. they say why investors should own firms with high domestic revenues. they take sector by sector and name names about the ones that you should be investing in right now and maybe that's the way to play it. do you agree wi