Tracy Alloway

There's more freight moving.

Industrial America is starting to get a little bit better.

There's more pallets on the road.

It looks like trucking has gotten better.

But it's early days still.

I just have one last question.

I guess it's basically about the business environment.

So obviously interest rates are going to be a huge factor out of your control though, et cetera.

So what can you do about it?

Weather out of your control.

Oil price is going to be a factor.

Energy price is going to be a factor in any sort of real goods space.

Another thing that's out of your control.

Here's the weird thing.

And I think a lot of people have like, this is the hard thing that a lot of people have a hard time reconciling, which is that like the last couple of years, maybe the last several years, last couple of years, they felt

Pretty chaotic.

There's a war going on right now.

We had this huge trade shock last year, et cetera.

Some of the tariffs got watered down a little bit, but it was still a high level of uncertainty.

And consumer sentiment's pretty negative, et cetera.