>> sandra: interesting the gains this morning tied to the announcement of the infrastructure plan. big steel companies are up this morning. big machine makers, caterpillar is reaping some benefits from that announcement. tie that into our next guest. president trump unveiling his massive 1.5 trillion plan to revamp infrastructure in america this morning which includes a budget layout for 2018 adding $300 billion for the military and $23 billion for border security while increasing the number of border agents. funding for the wall and the fight against the opioid epidemic and cutting domestic spending to save $3 trillion over 10 years. marc short is from the white house. good morning, mark. does this plan make good on the president's promises, his campaign promises to do this? >> a couple important pieces we need to lay out.