. >> on this beautiful friday, i don't want to be the debbie downer, but since i play that role typicallymean, obviously, look, a lot to love. 3.8% in terms of the unemployment rate. here is one of the reasons i think yields might have gone higher. if you look at the trajectory between full-time jobs and part-time employment, they are crossing over the wrong way. part time employment going through the roof. full-time jobs are going down. this is just my interpretation, people need more jobs, two jobs, because we are trying to combat inflation any way they can. that wreaks the fact that inflation is still a huge problem. >> you want to find -- >> of course i do. but i started by saying it that way. >> right. that was the thing. >> yeah. >> well, yeah. >> so, let debbie have his way. i think you have got a case here though, if rates are higher and there is a backdrop we know there are sensitivities to the equity market in higher rates, whether it's 4.5, 5 again, this week was also interesting. microsoft got all-time highs. upgrades of meta and google. whether it's fab four, super five, you