The number was good, it's showing there's legs on the industrial side of the economy.

The interpretation from the statistics today appears to be that the Fed is not going to stop.

If you were looking for an excuse to sell, you got a few things pushing you towards that. I'm a little more cautious, a little more nervous.

Last week the indications from the meetings and from some of the Fed speakers was: Yes, we're concerned about tightening too much, but everything is data-dependent. The interpretation from the statistics today appears to be that the Fed is not going to stop.

What it shows at the end of December is the economy is very strong.

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