do great things, it seems to be working even though they are promises. >> it's terrific. what's really happening in the markets is pe expansion, price earnings ratio expansion. the fact is we're very open optimistic now but earnings estimates have not changed, remain the same. they are very open ttimistiopti. in order for that to happen, trump is going to have to deliver on the deregulation of the financial services industry, that's number one in terms of market cap increase. small cap, large cap banks, 25% run in the last 16 weeks. that's extraordinary unprecedented. the other area is energy. earnings estimates for energy companies have skyrocketed with the assumption he'll pull back regulation. if any of that gets delayed, there's risk in the market. here's how i'm playing it and looking at what trump is doing. i'm putting more money into the russell 2,000 with the very simple basic idea.