it's clear as the tension and rhetoric started to build from the united states towards china, what's clear from our perspective is the policy initiatives that will be deployed going into november. what are you expecting to see? for the most part -- tobin: for the most part, we are seeing the biggest things we are going to see, like this tiktok and, probably the last big thing that congress will do before they head into the traditional pre-election inactivity. there will be more conversations about inactivity in the future, but nothing will get done. from the administrative perspective, from the biden perspective, semi conductors, the biggest swings we have seen so far. secretary blinken is evidently in china right now threatening financial institutions if they don't start -- stop sending dual use goods to support the russian war machine. i don't think that is going to come through, though it is a serious threat. those are the biggest, most confrontational moves on tap. last place, so finally getting the long awaited reorientation of the section one tariffs we have on chinese imports,