Saying he would say long. Were bedding on a stronger economy mere. Okay . Thats the bet. Were betting on strength one way or another here the strength around the world. The day you had the three houses won, that was the day that was not going to be another regulation. People say people are holding back because of uncertainty. Thats bull i havent been negative about the stock markets. I was a bit nervous about potential earlier this year about trade friction with china, but i think they have gone past that in this administration. So tepper says market isnt cheap. You get the french elections out of the way and other stuff. Not in the way until the market stars focusing, hes like wake me up when the tenyear hits 4 . Then you have eye sawn, who says a little cautious. Whos right . Why dont we split the difference and say its a good idea to be somewhat cautious, but to respect trend. Were in a secular bull market that started in the spring of 2013 when we took out the double top from 07 an
Run that weve been on since the election day . The market has moved higher. I mean, what we are seeing are two things. On one side were seeing an improvement in earnings delivering. A lot of this is coming from just simply improvement in business service, be it services on manufacturing. Oil prices are stabilizing. You see a positive base effect. Its not too far too fast . Its all justified . I think one portion is justified. Just simply a stronger somewhat stronger cycle, normalization, and profits versus, you know, the lower levels or recessionlike level that is we saw earlier this year. There is also a little bit of a multiple rerating where its happening on account of the new u. S. Administration and proteshl progrowth proposals that may go through. On that note, whats ahead of it . Are the banks ahead of themselves . Banks are up again today. I still dont think banks are ahead of themselves. I think the regulation potentially being lifted. One of the things we talked about was the
Side. And so thats that missing ingredient of the emotional connection. But that is how we vote. Rose emotion. It goes back to, i sometimes think of life as a Student Council election. Back in the lunchroom, you didnt vote for the kid with the better platform. You voted for tom because you liked him. That is how elections are. Rose we continue with david saninger of the New York Times talking about president obamas trip to asia, an interview recorded before the president s trip to hiroshima. The trick here is to try to draw, use the chinese aggressiveness to play off of the insecurities of these countries and make sure that they recognize that its the United States with whom theyve got the best longterm possibilities. Rose we conclude with Saoirse Ronan stars on broadway in the crucible. Shes someone who is very selfassured, even though shes only 16, 17. Shes shes kind of wise for her years in some way, i think. And she stands and she can stand on her own quite well. And there are so m
Side. And so thats that missing ingredient of the emotional connection. But that is how we vote. Rose emotion. It goes back to, i sometimes think of life as a Student Council election. Back in the lunchroom, you didnt vote for the kid with the better platform. You voted for tom because you liked him. That is how elections are. Rose we continue with david saninger of the New York Times talking about president obamas trip to asia, an interview recorded before the president s trip to hiroshima. The trick here is to try to draw, use the chinese aggressiveness to play off of the insecurities of these countries and make sure that they recognize that its the United States with whom theyve got the best longterm possibilities. Rose we conclude with Saoirse Ronan stars on broadway in the crucible. Shes someone who is very selfassured, even though shes only 16, 17. Shes shes kind of wise for her years in some way, i think. And she stands and she can stand on her own quite well. And there are so m
Wealthy and corporations to deporting immigrants if the loss would be the loss of 3. 4 million jobs. Charles Hillary Clinton lands in michigan to deliver her counter attack. Clinton laid out her agenda to create jobs at the 275 billion infrastructure project. But she did seize the opportunity to paint donald trump as a crony whose policies would actually destroy the middle class. There is a myth out there that he will stick it to the rich and powerful because somehow hes really on the side of the little guy. Dont believe it. Shell make a speech today and talking about what she is going to do to the country. She doesnt talents to do it. If she wanted to do it, just remember this. If she wanted to do it, she couldnt because her donors wouldnt let her. Charles whose economic message will resonate with the American People. Joining me steve moore angels qatar love. Which one do you think is best for the economy and what resonates with voters . I cant quite answer the second question about t