Oh, he's cute. Mr. I can never sleep when I'm traveling. He's hugging his pillow like a sloth on a branch.

He couldn't sleep before. Now listen to him. Sounds like an elephant with a chest infection.

Well, they call him a dreamer. And now they're right.

All aboard, Mr. I can never sleep when I'm traveling find all the comfort you need in the

quiet lounge Piando ferries there is another way I'm sure there are other

things that we could kind of delve into.

You have to start thinking about what tariffs might mean for domestic manufacturers versus

importers, etc.

But certainly oil is number one. Schlumberger, Halliburton, the companies that provide oil field services to companies drilling for oil.

Those are obvious companies that would benefit from an administration that really embraces and encourage

domestic oil and gas production. That's the Trump promise and I think those kinds of

stocks will do quite well. Banks because what's happening, John,

is that the administration, the Fed, Treasury,

is very worried about regional banks right now.

The commercial real estate impact, lower

valuations on commercial real estate, we saw that have an impact on some

local, regional banks earlier this year and it could certainly happen again.

As a result, followed the thinking here, the Fed is, sorry, the FDIC is really cracking down on the big banks.

I'm hearing big banks are under regulatory scrutiny like never before.

They're being pushed to increase their capital positions.

There's a great concern that if some regional banks get into trouble,

the big banks are going to have to step in to bail them out again. So I think that what we know about

...