mentioned good trump/bad trump. you say you can't ignore tweet tensions. and you're talking about trade, i imagine, there, and also corporate policy, as he's tweeted at companies including boeingand ford. at what point does, i don't know -- i asked this earlier in the hour -- trump's temperament start to come into play from a market perspective? tweeting that meryl streep is overrated. i mean, my goodness. >> well, i'm not well qualified to comment on that particular judgment, but i do think that we are all having to get comfortable with, learn how to live with this onslaught of tweets. and i should think you really want to think about two audiences potentially getting rattled by this. one of course is the investor audience, but the other is the international audience. and in a sense, folks outside the u.s. have even less context to put around trump's comments. so this can be destabilizing for foreign companies, also for international relations and geopolitics. as far as u.s. companies are concerned, i think the really key question here is whether you think that trump could unilaterally act, particularly on tariff-type issues. and our view is that he won't, that you have to re