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The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23

The Exchange

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Are We Going to Stay at Record Low Unemployment?

Kelly Wallace: I would increasingly go with the jobs markets. The job market's always lagging and that that's a worrisome sign, but you've had much more experience. Pepsi at earnings this morning, stocks up 1% Lockheed obviously defense has been doing pretty well lately. Wallace: There are some of the stocks you like here because actually Tesla is one of them,. But anybody betting against Elon Musk today might as well have been betting against Steve Jobs back in the day.

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