trades at a more reasonable valuation like efc, and back on february 22nd steven in new york asked me about compania -- or sbs is the largest water and sewer provider in latin america which contains about 40 million people and accounts for roughly 30% of brazil's gdp. this is a nice low risk natural monopoly. juicy 7.1% yield. on the other hand, oh, we missed it. mammoth run. 38% since the beginning of the year. practically in a straight line. i like the story, but i feel like i missed it. i wouldn't do any buying until sbs gives you a better entry point with a serious pullback from these levels. let's look at mail and some mad tweets. okay. this one is from gigi. could be gold corp., but i prefer the gld to the gold corp. in your book you have a description of -- that's the book "real money." what's your view of the market is now? i believe that we are at the beginning of a longer term comeback, which means, frankly, that you have to be a little less defense i have, a little more offensive, but because oil is up so much, people keep thinking we're going to roll over again. the chart, what i'm saying, is not