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Microsoft & Alphabet Report Earnings After the Bell

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The Fed's Position on Wages and Unemployment

The market seems to be struggling all these things off and Doug Cass seems to be in our head because he's been texting me. There's sort of this re acceleration and energy prices and again, that UPS teamster deal. I mean, that is inflationary. And what's amazing about that is the fact that they're still on this higher for longer and the market hasn't blinked an eye. That would have been the worst of the two outcomes for the market yet. It seems, well, it's not, I can't say it's a better outcome.

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