chinese technology companies that might be banned from doing business in the u.s. that will be hitting at about the same time that the mexican agreement should be coming to fruition. what is going to happen? we don't know. the markets are going to remain very jittery because of that. >> i was going to ask if there is a connection between what happens with mexico tariffs and and what could happen with the trade talks with china. are there still open trade talks going on with china? >> there are. and both sides have reasons to make a deal. the u.s. growth story is probably going to get weaker in the next year. we're basically historically at the point where we should be having a recession. the president has tried to prop up the marngts in a variety of ways in order to keep them from falling and keep the economy strong into 2020 to increase his own election prospect. but i think that the problems between the u.s. and china are really big. they're not going to be solved in the next three months,