this negotiating strategy they are engaging with china? >> it is typical donald trump bluster. by the way, it is $350 billion. not $500 billion. who is quibbling? ultimately there will be a deal. i agree with larry kudlow. as dave knows, as i have been saying for a while, this is a trade dispute. it is not a trade war. i think the key thing that kudlow said it back door negotiations are under way behind the scenes. i think we will get a deal. >> you do think we get some sort of win here. per the tweet, when the president says you are down $500 billion you can't lose. is that right? >> no. his economics on this don't make sense. i think even kudlow in private would agree. dave, two of the most important constituency for donald trump is the farm community and wall street would be aghast if we had