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Welcome to the bubble of the Sheros Dandy Slavit. All the world's talking about

Omekrond so we are too. Hope you're doing okay. Let's just start with kind of

where we are. So we are either in the column before the storm or we're in the

storm or maybe we are in a just kind of a normal riding wave or maybe just

maybe the end is in sight. We don't know. We don't know which cliche or metaphor

we're trapped in. And it's kind of amusing in that in hindsight I think it will

all look very very clear. We will say of course we should have known in December

that we were on the path to a b or c but more so than ever. I think more so than

at any point in the pandemic every outcome is possible including a very very

good one and including some very very not so good ones. And I've got to be honest

with you anybody who is pretending to be confident at this point in time our

people I would probably spend less time listening to than people who are

really tracking this closely. But let me explain what I mean. Let's first take

...