Take a look at the markets, please. Red ink for the Dow, minor gain for the S&P, but look, the Nasdaq is now up a quarter percent, 63 points. Jason Katz with me today. We've had this ping-pong this year. Value started the year great, outperforming by 7%. All of a sudden we had the Iran war in the rebound. So, look, there's going to be a risk premium for oil. There is going to be. You could have a Houthi rebel, you could have a militant with a a rocket strapped to her shoulder bombing a ship going through th ...