is this the business enthusiasm around trump because when you look at numbers, auto sales are down and new home construction. >> you're getting a synchronized global economic recovery right now where europe is starting to pick up. it is unclear whether europe is accelerating and japan has stabilized. we're starting to see markets around the world rally. europe was pretty strong with the exception of italy and even despite another terror event in london, uk stocks are up this morning. a bit of an economic recovery and i don't think this is much to do with the trump agenda, if it did, given the stall. you would expect the see the market pull back. corporate profits have been very strong and the economy is growing reasonably well at this point to support the market. >> what's interesting, though, after president trump won the election, he didn't have huge corporate support. he didn't have a lot of ceo os behind him, but that idea of deregulation, cutting taxes had people very excited that trump trade. when you look at things