Its now great when you see every single day, whether its bank of america or jpmorgan or Goldman Sachs and you start looking at other areas like boeing and microsoft youre not touting the Bank Earnings as being great . Oh, come on. Cocacola, at t, ive got you. Are they near the top i think theyre near the top yes, they are. Highest close since 07. Im in your corner, buddy. Were getting the facts and the facts are beats on the earnings side and revenue side and with few exceptions, this has been outstanding so far. We still have a lot to go. You with them im with them theres the socalled wall of worry out there. I dont think it exists. Theres complacency. I agree with that. The question is, what do you do with that in terms of your Investment Outlook you cant plan for that black swan event sure, you take out protection. But im not sure that the vix needs as much now as it did in the past heres what you do find the best companies you can and you go long. Sure, you go long on valuation on
Thats what im saying. And i think what were going to see happen, although its so remarkable and im not endorsing his candidacy, is trump is going to ride his way into the white house on a populist wave of anger at our government. And what does the market do if that happens . Goes straight up. You think it goes straight up. Yes, sir. And ill tell you why. He wants to solve the problems that we really have here in terms of straightening out the tax code which i think is a big holdback on these equity markets right now. It doesnt let our companies compete. I think well get a mandate in there, and look, im not endorsing the candidacy here. Im just saying whats going to happen. Well, as an investor you sort of are. Look at it this way. Im going long the anti hillary. Im putting up positions of biotech and phrma, because i think shes going to lose. All right. Im not quite in agreement with kevin. Ive got to disagree. First off, if trump gets elected youve got a real wild card in what has to
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