Question-and-Answer SessionNeil MehtaGoldman Sachs Group, Inc., Research Division So I want to spend some time on the macro, then each of you guys have had some important capital projects. I want to unpack that and then get to whatever is on your mind as well. And so one of the debates that we've heard around the conference is the idea of being pure play versus being diversified. And there were some at our special forum last night or even this morning who argued there's a lot of advantage to be concentrated ...