mary ann bartles is chief strategist at sanctuary wealth. great to see you again. how are you? >> i'm fantastic. thank you so much for having me. and you look great. >> thank you. hanging in there. so is the market, by the way, more than hanging in there after this morning's payroll number. in fact, we thought maybe it would sell off sharply on the news, and instead it seems just fine with the result. what does that tell you? >> what's wrong with jobs? that's a good thing. we saw a little bit of an uptick in wages. what's wrong with that? nothing. that actually is a positive sign for the consumer. now we've seen the consumer become a lot more selective, but we still have a consumer that's spending, and that's very important. what's more important is what are we projecting for earnings for the market. and when you look at what analysts are projecting for the second quarter, their numbers are going up. and that's counter to the seasonals. normally they start taking their numbers down, but they're actually taking their numbers up. when we look at estimate revisions, they have the