 What are you expecting from Friday's jobs report? Okay, I think the jobs report is going to be fine and confirm once again that the Fed can be on course to raise rates. The bank stocks are strong and an otherwise very negative market will put out something. We're assessing what to say about the jobs report, but I want to make this point about the jobs report. We're not seeing wage growth and because we're not seeing wage growth, we're not seeing a lot of inflation. And that some of the people in the Fed are now saying, whoa, we don't need to raise because not a lot of inflation. I think that that's mindless chatter and what the Fed has in its cars is the September rate hike. And that's why the banks are moving up and it makes a lot of sense because why not try to normalize your policy at a time when unemployment is at an incredible low, even if wage growth is not good? Now, why is this important? Because I think there are a lot of people out there who say, well, listen, if wage growth is not good, why would the Fed ever tighten? The answer is that the Fed just wants to get back to where it used to be so that it can have a normalized policy. I totally get that. Referring back to my European piece this morning, I think that the best place to invest is Europe because they too have to get back into a more normal environment, which would be fabulous and confirming what I think, which is that Europe is getting reliquified and ready for business.