tom: we are frozen there on jeffrey rosenberg.t, it is a frozen moment with jeffrey rosenberg. it happens, you have that. and thankfully we have michael mckee to save us before we get to ira jersey. will you freeze on us? mike: well i'm here in person. just to go with the news lately, joe biden wants oil companies to produce more, they say they can't find people to work. we are also getting into the holiday season, i was just in the store and i wanted to buy a thanksgiving card but they were all christmas cards. the retail trade only added 7000 total and department stores and general merchandise stores lost jobs during the month. warehousing lost jobs during the month. what i'm wondering is if this is a seasonal problem in that when we have the pandemic, we all bought online. that pushed up the numbers of people doing retail and warehousing numbers. now, the seasonal adjustment factors are off. we have gone back to the pre-pandemic environment this may not be an accurate representation for where we are. tom: 10 year yield 4.1%. tw