virginie: exactly. still like the long-term trend of more power to the consumer when you have that, and i'm still quite worried about financials in general, and clearly within the commodity space you have to be really, really selective. so if you see innovation in technology, in consumer, if you see companies becoming more global, so if you take china, you have some companies taking over companies globally, and what, if you want growing in their purpose into this sort of global role, i think that's very interesting. but to me, it's more finding pockets of growth and where they are expressed anywhere in the world as opposed to, say, it's e.m. versus e.m. tom: virginie to continue with us through the hour. we'll look at the politics in the u.s. as well. coming up on "bloomberg go," scott writes up a storm, a smart storm about the linkage of investment and finance to our economics. we'll do that later today. ♪ francine: welcome back. tom keene is in new york. tom, i picked out a morning must read for you.