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I would say the biggest change I'm contemplating right now is what to do with energy. I've
been an energy bull for the better part of my 15-year career as an investor. And there
have been lots of interesting cycles and booms and busts to that -- but all along always
seeing sort of a bullish perspective as the endgame out of that. We're thinking about
what to do with that perspective, these days. And from that I mean we're looking at a
lot of the interesting supply increments that are coming on to oil and gas. The shale oil
revolution has been extremely powerful in North America. It may spread a bit to other
areas of the world, increasing hydrocarbon supply. And at the same time, all kinds of
interesting demand mitigants to traditional hydrocarbons, clean energy, green sources,
electric vehicles, might make the case for the demand for energy to be changing. And
it may happen in a way such that, with oil prices now around $100... It's not like
they're $20 anymore. So we've come very positively up on hydrocarbon prices. And maybe
the supply-demand dynamic has changed sufficiently that the long-term bullish view on energy
isn't exactly the right stance to take. Haven't changed it yet. But if the question
were, "What are you thinking about as maybe one of your tough zigs and zags for the next
year or two?" that's probably at the top of my list.