Right here on set is John Kildoff. He is founding partner of Again Capital and a CNBC contributor. And John, it's great to have you back on set.Let's start right there. Why are we going lower. We're going lower because we've gotten through this, Morgan.And Iran has been shown for what it is, which is uh really uh decimated in terms of it any kind of ability to lash out at at Israel or anybody else or even anybody any part of the region. Uh at this point, they are in hunker down mode. um they are in rhetoric ...