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>> what do you see behind this month's -- you can call it a hiccup, a huge miss, it's being described differently by everyone. what do you prescribe the problem to last month's numbers? >> you have to anticipation fluctuation month to month. we've come off of three strong months. we've had weather issues. the west coast ports slowed down, has had some impact on gdp. so there's some things that are temporal. but the united states continues to be the number one place in the world to invest. in fact, wages are ticking up and so we're very optimistic about the future of the united states. you think about the fact, you know, strongest place to invest according to a.t. carney two years in a row, great universities investment in r & d, so many things we have going for us, low cost and abundant