What happened? And what does it mean for the recovery?
People will still go to work. They just won't carpool and they won't take the train. They will drive.
The good news today isn't being sold but we have to stay vigilant and see if the positive price action continues.
An unrelenting rise combined with wild small-cap speculation in a difficult economy has market players struggling to understand what's going on.
We're cheering what may be an aberration, a bullish employment number. We'll take what it brings - a wholesale shift in what we're buying and what we're selling to fund it.
So what's the narrative? Simple: the recession is ending, it turned out to be a V recession and recovery after all.
The thought that one of these more than 100 attempts to tame Covid-19 pays off.
That doesn't mean we'll move straight up over the summer, but we'll get plenty of virus, China, stimulus, cannabis, and unemployment chatter.
The market may be down but, once again, the decline's about the White House getting re-tough on China.
It's amazing, a celebration of small business creativity unleashed by a pandemic that will never be snuffed and this wave deserves our patronage and our money.