All right. So, big ruling here that really boosts the stocks of Alphabet and Apple, two members of that MAG 7, but you're saying more broadly, not only just the MAG 7, but US assets, it may be time to lower your exposure in a portfolio. Why is that right now. Why do you feel that way right now.>> Yeah, I mean, it's it's a good point. I think this whole concept of US asset dominance has been around for some time and we've been talking about that since the beginning of the year. We know roughly half of the eq ...

The context now is one of which US and China are setting themselves up for this race, whether it be in AI, whether it be in manufacturing, whether it be in energy, which is the most important outcome. Do you think, in terms of where we take trade going forward. The most important outcome is going to be American security, prosperity and leadership.And that's what all of these trade negotiations are about. They're a means to that end. China has built a massive manufacturing economy. The United States has buil ...