Welcome to Motley Fool Money. I'm Chris Hillier, host. I'm joined in studio by Motley Fool

Senior Analyst Seth Jason, James Early, and Shannon, and some great guys. Happy Friday.

Happy Friday to you Chris.

On today's show, we'll talk about Ken Lewis' Goodbye, Starbucks Instant Coffee, and as

always we'll share three stock ideas. But let's begin with the big macro. Job numbers

out today, not good. 263,000 added to the unemployment roles. The unemployment rate now at 9.8%

is the highest since June of 1983. Shannon?

Yeah, not a surprise for folks who've been paying attention to our podcast or our economists,

actually. So everybody's stuck with a consensus estimate of 10% unemployment before the recession

is really over. And last month's downtake was a bit of a statistical fluke. So I don't

think it was much of a shocker.

Yeah, this is, first of all, after the recession is over GDP-wise, we expect because it's

the way it always seems to work and more likely work that unemployment won't continue to

get worse because businesses will, once they turn up, then they start hiring. There's

a lag. That's just the way it's going to be. But this entire thing says a lot about

what we can expect from consumer spending, which was void by this cash for clunkers thing.

We've been saying for a while, don't believe everything you see on every single stock in

this rally. We're not back to normal yet. And this is just another indication that I

think we were right about that. James, can I just point out that according to my sources,

out of those 263,000 jobs lost 53,000, we're actually government jobs. So obviously, probably

no loss of productivity there. And it also makes the private sector.

James job loss, not too bad. Not too bad, actually.

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