. >> joining us with their take, david rosenberg and jim bianco. also joining us, cnbc's very own dominic chu. great to see all of you. david, you have been notably more bullish on the u.s. economy of late. do you change your mind after a couple weak job reports? >> the answer, kelly, is no. the other question is which report do you want to pay attention to? because there are actually two reports that came out today. there was the nonfarm payroll report report, the plus 113,000, but also the household survey which for the second month in a row was a blowout number. that was up 638,000. although the f-- >> jim, do you agree? we had that horrible number in december. we thought the january number is going to help clear things up for us and it just clouded the picture. if you're just looking at the payroll number. >> yeah, the payroll number was not good. on top of that, if you look at the report, they also have this thing called persons not working because of bad weather. 262,000. and the average for all of january is 415,000. that was below average ri