tom: jim glassman, thank you so much.is an historic jobs day just because of the fickle -- the faculties in getting it right. what are your thoughts as we go into this report? taylor: great guests coming up. rick rieder of blackrock, michael collins of pgim, going to be asking them about if this changes anything in the way we invest and the way we think about real yields, those financial conditions, rising inflationary trends, and the magnetism of a 10 year yield at 1.60%. of course, as we migrate into the world of equities, the insistent repeated calls of a sort of reflationary cyclical trade, and big tech. where does that leave us? romaine: the one thing we really haven't seen was cash coming out of the market. this still remains a market that people are deeply invested in, and they are really just waiting for a signal as to where we are going. tom: that is a really important insight away from the news on amc, and i know mike mckee has loaded the boat on gamestop. i'm not sure how that is going. but i look at the idea t