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>> two years or longer. it means you really have to be confident to make that investment. >> that that was supposed to go up. to the point, i'm watching companies coming back into the u.s. to build manufacturing plants here. 1,380 last year. 145,000 jobs here. maybe that's the issue of the tariffs. are the tariffs working to bring companies here to come back on shore with their factories? >> this is one of the things that feels so good that you have to worry. for blue-collar workers, surging. look at housing permits. look at new home sales. just surging. if you look at what is happening, all of the economic momentum feel so good have to wonder, what could derail it? >> it's tougher to make a