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>> charles: stocks taking off in the first half of the year with president trump sounding more upbeat on the china trade talks. investors betting the fed will cut interest rates. will good times roll? let's ask our experts. gary b., i don't think anyone thinks we can match the first half of the year, but maybe we still continue to move higher. >> we could move slightly higher, i suppose. look, it's a dichotomy. we've risen almost 27% from the lows very late in 2018. are we going to tack on another 27%? that would be the greatest year ever. that would be in the head winds of economically we're a little bit flat. retail is flat at best.

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