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We have a mega deal in the oil patch. And is it the time to buy tech . Citis upgrading the global tech sector, suggesting a recent pullback might be a good opportunity. Well talk through that as well. Lets dive into the jobs number. As we said, 336,000. We were looking for somewhere in the 150,000 range, jim. Hospitality, up 96. Government, up 73. You cant stop this thing. Hospitality is very interesting because a lot of the people feel the travel and leisure bull market ended two months ago, and yet its just the analysts. Because whether it be cruise, hotel, restaurant, the numbers are great. And everyones just predicting, well, that cant last, cant stay this way, and its always the same litany. Its student loan, consumer strap. It hasnt happened yet. What youre seeing are numbers which are still indicative of what the companies are saying, not what the analysts said the companies are going to say. No gibberish here. This is this economy is so hard to kill. It really is. You know, do

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