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when you pick your spot lets pick the bottom december weve run it aggressively off that that low in december now weve come into a little bit of trouble what are you telling clients about this sector about semis yeah yeah i mean its a deep cyclical its not for the faint of heart but i think if you have a long time horizon and you can stomach a little volatility there are obviously some some opportunities there i mean so im still operating under the assumption that we get to some kind of resolution on trade maybe not in the next 12 months because i think china has a much longer time horizon than than the us does they can play hardball but um but assuming we get to a resolution i think there were a lot of great buys within deep cyclicals interesting now for the time being i would stick with sectors that have less trade risks so one of my favorite places to sort of hide and this sounds weird is financials i think financials u.s financials are actually one of the highest quality secto