John Coogan

I was talking to Sagar about this.

It's like, in some ways it's like AI is, Nvidia earnings is holding up the global economy and it's holding up the global stock market.

It's not actually holding up the economy if you view the economy as all of the different jobs and activities that happen.

Even if there isn't incredible growth there, there's actually a surprising amount of strength and resiliency.

We haven't seen any revisions from March this time.

The April report, coming in after strong job gains in March, shows how the labor market is holding up better this year than last.

While healthcare is still leading the way in job gains, other sectors now appear to be picking up.

Businesses are seeing conditions stabilizing, and they have weathered the tariffs, so many are hiring.

It's looking somewhat better than it did last year.

Diane Swonk, chief economist at KPMG, says it's still a high anxiety job market.

Those who have a job are clearly clinging on while those who are looking for a job are feeling frozen out.

I was digging into where is their strength within the real economy once you go outside of AI, what is going on?

And there were two recent earnings reports that were sort of

disconnected, but showed a little bit of the picture of what's going on.

So it was Whirlpool and Six Flags, both had very different reports.

So Whirlpool, you probably know from refrigeration and washing machines, dryers, that type of appliance.

They've been making an appliance for over 100 years.

And they've also been paying a dividend since the 1950s consistently.

They've never suspended their dividend, even through

all the great recession, the dot-com crash, every year they've been able to pay that dividend.