We started this program talking about what is driving markets, the idea that nothing sticks to stocks, they just keep climbing and climbing. And I cited your comments from last week saying. But at the end of the day, there will be tariffs and the average tariff rate in the US will be higher than it was previously.And stocks still have to price that in. When do we start to see that happen. I've been trying to work out.So let's look at the six month anniversary of Trump's inauguration and kind of the scorecar ...