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independence day, don t forget, in the spirit of life, liberty, and the pursuit of happiness, how about buy america, everyone? we ve got a bumpl of ceos tonight who are making all their products at home in america. they want you to know that, and they want the government to get out of the way to make it easier. all those stories and more coming up on the kudlow report, beginning right now. first up this evening, might start the second half of the year on a pretty good year. here s my very quick take on this. the fed is going to end qe, and hopefully it s going to move towards free market economics, but i worry about deflating gold and commodity prices. so i m still not 100% sure the timing is exactly right. long run, this thing could turn out great for america. color me on optimist. short run, caveat emptor. let s welcome our all star investment panel. lisanne sanders, chief investment analyst at charles shaub. jeremy siegel, professor of finance at warden, and zane brown

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