also with us is nick bennenbroek. hello, everybody. welcome.ill deal is what happens to the oil prices. you can see oil prices versus the 10 year even mark -- break even mark p at how much of a risk is this? >> it is another one of the incredible uncertainties businesses are dealing with. no one thought oil would rise to $80. no one is project in it is coming back up after it went down. whether it is the iran deal or someone else in the world popping up, it will inflict inflation and prices. i think you have to focus on the signal, not the noise, and see where the global economy is going and not worry about fluctuations in the price much. alix: speaking of, if you look at the dollar and commodities moving in tandem, that tends to be more unusual. i wonder if oil is telling us the dollar rally will not last. did: i think it will last it is unusual for it to move higher. it depends on the underlying strength of the global economy. if it is not robust, it is unusual to see the dollar and commodity move higher at the same time. david: do you expect