>> forget about it today. i've been talking to these animal spirits, two more signs of it today, one from manufacturing, one from housing. national association of home builders, their sentiment, their reading soared, it's the highest level it's been since january of 2005. bill: whoa. >> in fact, this is the biggest one-month jump in 20 years. all over anticipation that donald trump will get through his policies, slice these regulations. you've got to realize for the home builders regulations have gone up almost 30% in the last five years alone. so, you know, you start to get that out of the way, helps the home builders ors first-time home buyers and everyone in this economy. bill: manufacturing numbers up too? >> significantly. the best number since january 2015. expectations for the next since months have gone through the roof, doubling -- bill: okay, so, charles, are those facts, or is that a feeling? what is it? >> well, it's a kind of feeling that gets the ball moving. in other words, it's a feeling, but it's not a feeling from a