We're talking about bubbles and how to protect yourself as we land in these bubbles. David, one of them is in the subprime mortgage market which we're starting to see unfold now. You think it's got a lot longer to go. How much longer and how severe do you think it's going to get?
DAVID DREMAN: I think it has a fair amount to go because there's just a lot of mortgages that have to unwind. Sometimes it takes as much as three years to unwind. Unfortunately, sometimes some of the mortgages are like wines, you go buy the vintage. The 2005, 2006's are not good vintages.
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