ON. AND WE OF COURSE TRADE ALL OF THAT WITH THE COMMITTEE JOINING ME FOR THE HOUR TODAY JOE TERRANOVA, LIZ THOMAS, STEVE WEISSMAN TORKINGTON CHECK THE MARKETS FOR YOU HERE. SEE WHAT WE'RE DOING.12 NOON IN THE EAST. IT'S A SPLIT TAPE TODAY. AS YOU SEE DOW IS UNDER A LITTLE BIT OF PRESSURE.S&P AND NASDAQ JUST CONTINUING REALLY TO ROLL ON. YOU HAD THE PPI REPORT STRONGER THAN EXPECTED TEN YEAR AND 30 YEAR BOTH AT THE HIGHEST SINCE JULY OF 25. WE'LL SEE WHAT COMES OUT OF THE PRESIDENT IN CHINA.AND WEISS I FEEL ...

So it seems like there's a few different plays here, right. Obviously the the capex and semiboom is one area to play in, but if we do get, you know, some relief in the straight, does that lead you to buy Europe or Asia or travel names instead. >> Well, I think certainly the breakthrough potentially that we're hoping for to have in the Middle East should lift consumer sentiment, should lift consumer discretionary.you were just talking about some of the impacts that the war had on parts of the consumer discre ...