Very good, Adam:

June is when all the state and local budgets (ex stimulus money) start to hit the wall. That's when we are really going to see domestic issues come to the fore.

Bond payment delays, program curtailments, and layoffs (trickling from public to private).

As a kid, my Dad raced us out of Baltimore in his big Chrysler Wagon. From the back seat, I saw NGs streaming in, while bottle throwers chased us.

Domestic stability is job one.

Steve