Lou Whiteman

It feels like that critical mass has shrunk, but that doesn't mean it continues to shrink or that we're in trouble.

We just had a surprisingly strong jobs number.

There's some asterisks there, and I don't know if it's as good as we hoped, but jobs are okay.

Michigan's consumer sentiment is at a six-month high.

I don't want to read into that as gung-ho either, but there is a glass half-full for every glass half-empty right now.

I don't think, as investors, we should get too caught up on anything or predict anything.

If there's one thing to watch, and after all I said, don't watch any of it, but if there's one thing, I do think pricing stability.

That comes through with inflation numbers.

We haven't had wild surprises.

We're seeing inflation do exactly what economists thought it would.

It's still up.

It's not making life easy.

Again, this is the shrinking critical mass.

But if we can get some sort of pricing stability, I don't know why we can't just go on like this sort of indefinitely.

Sometimes it's just wrong place, wrong time.

I don't know if Unity is 30% in trouble.

It looks like the market is reacting, but what we do know is this is the wrong time to provide weak guidance.

Quarter was great, but forecasting lower revenue in EBITDA at a time when there's hyper-concern about these businesses, the market is seeing what it wants to see.

All we know for sure is that the current business results are okay, if not better than okay.

I thought it was a decent quarter.