Yes, but how stupid. A vehicle yielding way over 20% and you are saying current owners worry about trade-off effects because the 10-yr is rising toward 4%? The yield effect should impact those vehicles with yields closer to the yields available with "safe" investments. This one has nothing to do with "safe" or "normal yield." It is entirely about the price of oil and gas, and how much of those things, from now till 2021, are left in the ground, to be extracted and sold, profits on which flow (mostly) to us.