 overweighted positioning in that group of stocks ever. So naturally, you see a hint of a rotation, and you start having people rushing for the exits, but it's like a Who concert. There's not enough room to get through the door when you have that many people selling, and it creates a cascade. Now, here's the thing. I get this trade. I understand the logic. But you've got, first of all, seasonality in front of you. August and September, historically...