Hello, fellow rebel capitals. Hope you're well. So we got big news. The Joltz data might have put the pause on Fed interest rate cuts.

Whoa, whoa, whoa, whoa, whoa, whoa, didn't see that one coming. So let's go over to the Joltz data and see why this shocked markets.

See if it changed the probabilities of the Fed rate cut or pause tomorrow.

And then I also want to go over another Zero Hedge article that I found fascinating,

probably one of the best articles I have read in months. So I'll be a little hard on or a little critical with

Zero Hedge when I think they get a little, maybe overly political, let's say, a little rah,

rah, ra, mega. But this one, they knocked the ball out of the park and i think they have to give credit to

golden sacks incredible report really really insightful so i'm excited to dive in let's go over to

oh start with zero heads at another good article on the joltz numbers so job openings unexpectedly

soar even as number of quits plunge the five-year lows.

It's really weird.

We're just getting, we're getting all of this data, and it's never even in the middle.

It's either way too hot or way too cold.

Nothing right down the middle.

So it's kind of a head scratcher, but I think if you think things through and connect the dots, it starts to make more sense. And actually, before we go

here, let's go right over to our trusty calendar where you can see the number was right around

7.7. I think they rounded up. The expectation was for 7.2. And last month, or the last month we got it,

because even this was delayed data,

was 7.6.

So now let's go, now that we've got that,

let's go back to Zero Hedge.

And here's kind of a chart.

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