yesterday you were as a trader thinking that the market was goeging to break down and sand detearrierate furr and continuing to carry exposure and in a diversified way not highlighting utility over reits or health care and a broad mosa mosaic'. >> how about the question we asked at the top of the show is the economy now just good enough to keep the rally, if you want to call it that, going? you're still, what, 4%, 5% from the highs? >> yeah. you're not going into a recession. that's what today's numbers show in my opinion. i don't think much changed from the report today i was bracing for a really bad number >> i think everybody was >> of course >> you already have a manufacturing recession. you have a slow down in growth in the services sector, which is critically important the last thing you wanted if you were bullish stocks was to have a really negative jobs report. >> look, the private sector jobs was very disappointing since the second quarter of 2012 and not supervisory wages were up 3.5% annualized it is not all bad on the wage front. the revisions made me feel better overall i feel go