Travis runs KCI research on Seeking Alpha, you also run an investing group called the contrarian. Looking at the market these days, is there a sector or is there a group of stocks or is there something that you're particularly focused on these days?

You know, our focus is still in the value arena, the commodity arena, and it's, you know, if you go back to the heart of the

pandemic the broader equity market bottomed on March 23rd of

2020 and since then you know the InvestCO Q-Q Trust is up 143% roughly.

The SPDRS and P 500 ETF, SPI is up roughly 119 percent. But if you look at the oil and gas

exploration and production EDF, it's up 345 percent, the large cap energy sector, spider xleE is up 284%. The materials in mining

XME is up 318% roughly.

So if you look back to that point in time,

which I think was a very important time

for various reasons, I think you can see

that the structural or secular bull markets that are ongoing today,

you know, there's been clear outperformance in certain, you know, areas of the market and it's funny because the, you know areas of the market and it's it's funny because the you know the investor

attention is still very much focused on technology stocks and you know the

cues were up last year they were almost 55% which was a

terrific year but they had been down you know quite a bit the year prior and

something like I was looking just before a call the

SPY is only up a little over 2% if you go back to January 1st of

2022 so I think there's a clear area where there's new secular bull markets, you know, that are happening kind of hidden in plain sight and the nice thing is is that investors at a whole as a whole their focus is still really not on that arena at times because of the performance of certain equities or certain sectors people will chase performance there, but by and large people are still

focused on really what were the bull market winners from like 2009 to 2021, which was a tremendous bull market for the broader equity market.

Would you say that retail investors are more consumed with, like you just mentioned, kind of recencyency bias and so you're able to capture

what they're not focused on when do you a would you agree with that kind of

synthesis of your strategy and then also how do you know when it's about

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