NON-FARM PAYROLLS If you want my view on the NFP report, double-click on the newsletter below. For the week ahead, my view is you should be buying stocks, at the very least, for a ST bounce this week. I would avoid Animal Spirits (which probably bounce too), but overall the gas is leaking there. Long-term rates are coming down and yield curves are mostly steepening across the world. Areas I like now: - Regional Banks in KRE - Mortgage Finance - Consumer Discretionary names in XLY - Eurozone Banks I would avoid defensives like Consumer Staples here. I like $BETR. Mortgage rates are grinding down following the 10-year. Last year at this time, mortgage rates came down from late summer thru October triggering a short-lived, mortage refi boom. And Better has $100 MM in cash on the balance sheet on a $200 MM market cap. Also, shouldn't $RKT buy them?