I'd say a couple of things. First of all, I don't think you'll see too many private equity players investing in long-term infrastructure. The returns are too.... They get nervous after five years, and I think these projects, as you said, are more 30-year events. I don't think you'll see the likes of the Blackstones and the Bain Capital people. The time frames are too long for it. This is the pension fund money in particular.
Right now, $13 trillion worth of money is earning negative yields. I appreciate that Michael Sabia says he'd like to see 7%. I think that's a very high return in today's environment. I mean, he may be getting that; he's very good. I'm talking more in the order of 2% to 3%. Yields are just so low.
The other thing I want to say is that I also think this doesn't mean that government shouldn't look at borrowing. They can't borrow it all to close this gap, because then we'll have a very large deficit, which we don't think will be sustainable, because those rates will eventually move back up.