Good Friday morning. Heads up; I'll be on Fox Business ‘Making Money’ with Charles Payne today in the 2PM EST hour (I’ll post exact time via X, once received). Hope you can join us!

This morning we got the September jobs data and more evidence that the Roaring 2020’s steamrolls ahead. Estimates had 150k jobs created but instead we got 254k, with the unemployment rate falling to 4.1%. Also impressive was the upward revision of 110k jobs from last month. Most impressive? Average hourly earnings rose .4%, for an annual growth rate of 4.8%.

Futures are solidly higher on the news.

I can already hear the skeptics; “this data cannot be believed”. And you bet they have a point here, especially as this is the second to last jobs number prior to the election...and we know exactly which way the State wants the election to turn out. Remember, the Fed just cut rates by .50%, while 92% of economists predicted a .25% cut (we were among the 8%). In addition, last week China announced their st...