she is also advisor to the federal reserve. diane, it is always great to see you. thanks for being here. good to be here. so the big question on everyone s mind, is this sustainable? let me play you a little bit of what larry kudlow, the president s top economic advisor had to say, and get your reaction on the other side. this is sustainable. you know why it s sustainable? a couple things. in a sickly cal business cycle sense, we re coming off a low inventory base. that s extremely positive, okay. if inventories were the big contributor and you know they have to be worked off at some point, that would not be so great. this position cyclically is very strong. the second point i want to make is comes from the private sector gdp, cd plus i, business is booming. that s his case. is he right, diane? there is a case on the inventory side. we do still have a tail wind there. i agree with him there. on the downside, that one-time soybean surge in exports which