House denying it was a ransom payment but we have learned Senior Justice Department official expressed concern over the timing of the payment as the president said Donald Trumps strong rhetoric against muslims fueling terrorism. What about putting 400 million in the hands of terrorists . Amber, something of a complicated story. If you go all the way back iran gave us 400 million before your time. It is in the history books. We owe them this money and it was before 1979 and all of a sudden through the cosmic stars are aligning they got cash the same way hostages are released. It is a nice excuse and back story for the administration who made a reckless decision when they breached longstanding us policy where we dont pay ransom for american citizens and that is exactly what happened. When you have americans who are held hostage or are illegally detained, and the government pays money and hostages are released, that is the definition of a ransom, the four americans were released, now that it is out in the open and the admin station has to backpedal and come up with an excuse about it. Charles the video we saw is very damning. Cash and other currencies other than the us dollar. The Iranian Nuclear deal that negotiates between president obama and the iranians they had them over appeal because he wanted to deal so bad, they out negotiated him, got 150 billion from that deal alone. They had us at a disadvantage because president obama seems not to be a great negotiator. Absolutely correct. Iran has been calling the shots throughout obamas time in office. We see it with the iran deal, no inspections to the nuclear site, we are taking them at their word for linking with their schedule to do those inspections and the latest, this ransom deal put a target on americans traveling abroad. Iran has taken three more americans into custody and we have to deal with that. They learned a valuable lesson from the Obama Administration. America is going to pay up if we take your people. Charles do you think this puts a target increases the possibilities of americans being kidnapped in that part of the world knowing bickett never fetched 100 million . Spending cash. Another fault, this administration paid them with cash. Where do you think the money is going . Is going to hezbollah to terrorize israel, going to yemen, going to assad to continue to fund his army. This is our dollars that will end up in the hands of terrorists. Before we are going into the election. A lot of people are hoping the next president will have an opportunity to go back, renegotiate the deal or tear it up. I dont know what the details are but donald trump promised he would do that. Can we retroactively go start from scratch with this thing . We are starting the countdown to iran getting a nuke. To your point fueling massive terrorism throughout the world. Iran has proven not to be trustworthy and in terms of breaching the deal, that is a nobrainer, once iran chooses to go down that route, they already have broken un security resolutions in terms of their Ballistic Missile program so at the lily this deal needs to be renegotiated. It was a terrible deal from the beginning and puts every single persons life at larger danger around the globe because of nuclear deal. Charles Global Growth concerns as banks expand stimulus and the bank of england slashing historic rates and single out more to come, markets need the stimulus and amber smith, absolutely fantastic. The markets, i dont think this helps anymore and this was extraordinary. Not the other stuff that came along including the bank of england buying bonds. We always joke this time it is different, weve never seen anything like this in the history of modern finance, these ultralow Interest Rates, stimulus measures to create growth that hasnt happened on a broad scale creating economic bubbles but look at the history. In the early 90s, Interest Rates in europe and england were 14 , 0. 2 and a third of Government Bond had negative yield, we have never seen anything like this before. Before where do we go from here . The central bank, you put enough do two things with it or they buy a house and start a business, none of that is happening anywhere around the world and they continue to pile it on. What is the ultimate end game . You illustrated the point, stimulus does not stimulate. If you think Central Planning doesnt work, gives us bond instead of a car that actually works, central banking, where the ends is inflation. We havent seen it yet but whether it is venezuela, those economic numbers, the moves in commodities like cotton and gold and silver and palladium is assigned we will see some severe inflation and they will blame the speculators and business men once it comes but government stimulus at work. Charles when it does come even if they massage the data, historically ones that inflation genie is out of the bottle it seems to gallop quickly. The arrogance of central planners to think they can look at the data and make decisions on behalf of hundreds of millions of americans about the right interest rate, once the data starts to show it, as government swings too far in the other direction this is wealth destruction, use our Insurance Companies releasing slowing growth, job cuts because of these ultralow Interest Rates so this is destructive, and government stimulus at work. Charles we have new fox polls showing attend point deficit for donald trump but look at this, when it comes to one of the most important issues of the election more people trust donald trump on the economy. Jim manley, Kirsten Haglund and i want to ask, everyone is saying this but the notion that if donald trump were to have laserlike focus on the economy over and over again could that help them reclaim this lost traction . Absolutely. The economy is his biggest strength. Obama and hillary spent the Democratic National convention pouting how Great America is doing Middle America doesnt feel that way. That is why they are angry and washington is so completely out of touch. To continue to drill down the economy, as well as gdp, growth is anemic, jobs numbers continually released have not shown the growth they need, if she were to hammer that she could but expecting donald trump to change is like hitting her head against the wall and pretend the wall is not there anymore. We dont have evidence that he will change but we will see. Stuart charles we had 12 growth in the recent court, job creation 200,000 jobs per month, that is not a lot in the grand scheme of things considering how large the population is but Hillary Clinton is trying to run as the economy candidate. Hillary clinton is an and currently week candidate, donald trump is more trust on the economy and National Security. Unfortunately you mention the latest poll, trump down 10 points. Drill down and hammer and we have seen no ability from trump to focus on Hillary Clintons weaknesses and we are starting to realize republicans keep asking will trump get back on message . For trump on messages off message, he is an off message candidate and he has no ability to focus in, hammer in, drill down on Hillary Clintons weaknesses and it is proving damaging, the evidence is in your poll. Before Hillary Clinton has to be loving this but it is still early, almost 100 days left and she can display her hand. No doubt, there is a long time between now and november 8th but if you look at the totality of the polls, out today and two International Polls this week, in michigan and New Hampshire they have to feel good about things. The fact of the matter is based on this point to reiterate what others have said trump shows no ability and or discipline to seize on missteps and keeps stepping in it further and further. Charles the good news for hillary, maybe the bad news, there have been so many missteps on her part, going into the weekend, i thought that email breach would be the biggest news, the Chris Wallace interview would be the biggest news monday morning, she has been dodging bullets and you wonder how long her luck will hold out. I know it all gets back to donald trump and whether he stays on the oldschool message or gets on the oldschool message. Two candidates are so disliked by the american people, so not trusted, this should be a slamdunk for both of them if the other were not running. If donald trump were not only to focus on the economy but continue to highlight these perceived flaws among hillary, campaign, dishonesty, have got to shift that message toward her, that is how you run a campaign and how the president ial election is won. Even though his fundraising numbers came out that he has 80 million he has to turn out voters and convince evangelicals and conservatives and if he cannot rally the base i dont know where we are going in november. Charles conservatives are critical. My twitter feed has been going crazy after an hour ago on fox news talking about the collapse in venezuela how socialism is the main reason, more government versus Less Government at the center of that. Also the center of our election hearing. Hillary clinton is absorbing Bernie Sanderss points, essentially free college, getting rid of college debt, goodies have no end and we see what is happening with the country that was one of the most vibrant economies in the world on the cusp of civil war. Two points. That may the the center of the election here but donald trump isnt exactly running on restraining the growth of government. Even if he were, he wouldnt be making that point. Right now we dont know what trump is running on. He is feuding with members of his own party and that is a huge problem. Charles i appreciate that, no doubt in my mind it feels like this is a populist election. A lot of promises are made. We see how all this gets at this point that goes up but it is one thing to build up a little more and a lot more because we start near 20 trillion. The fact of the matter is i should have jumped in earlier trump doesnt have an economic plan. Before lowering taxes, getting rid of the regulations president obama put in, those things, everything that stops entrepreneurial spirit is not an economic plan . A lot of nice little rhetoric. Hillary clinton has substantive proposals to back up her position. Trumps tax plan calls for 11 trillion in deficit spending, he has no credibility, talks a good game and in reality has nothing to back it up. Charles who was that . Before you start let me point something out. What president obama has been doing, socialist lights in my opinion and the great welfare utopia, very expensive proposition, higher taxes on the socalled rich is not enough, we heard Hillary Clinton on more than one occasion ask the American Public to give her the power to take money, take corporate profits and redirect that cash. This comes down to promises that are made, you see the anger in venezuela at their government because they promised benefits and promised this utopia they cannot deliver on. At the end of the day it is the people who drive change, innovators in silicon valley, the american people, heres a problem and i will figure out how to solve it in my community. If donald trump, maybe he doesnt have the greatest economic plan right now but if he can bring people who will advise them, free traders hopefully, people who are freemarket economy, if he can bring those people in instructor and economic plan we could have a significant but socialism doesnt work, we have seen it time and again. Charles we see other people who are well respected in the economic community, not the kind of people who will change opinions how to grow and economy to appease donald trump, he will come out with a new economic proposal soon, is he positioned to rekindle the entrepreneurial pull yourself up by the bootstraps spirit that is missing right now . I would say trump may have the best mind in the world talking to him, the best economic planners, if he cant communicate that to the people it is off or not. Charles lets leave it there. Appreciate it. Earnings anxiety continues to weigh on some investors but dont get too worried. 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Charles so many experts singing the same tune about money printing and wall street desire for bad news but bad news has said the market lower and good news against expectations sent stocks higher. As for Central Bank Money printing no doubt part of the rationale was to inflate the value of assets to the degree we go out and see newfound riches and spend the money but that is an old game and no matter how much accommodation takes place i dont think it will work. Case in point bank of england lowering rates was expected but they threw in other schemes including government buying bonds and corporate debt. These actions are supposed to be mono for the stock market and even though we were up we were up four points, the bottom line the focus is on a jobs report. I appreciate the bank of England Governor Mark carney, calling term funding schemes that strongly urge banks to pass along 100 billion pounds and low rates to households and businesses, too bad the fed which created trillions of dollars out of thin air didnt do the same. As for the stock market, benefiting from money, it doesnt necessarily match up, in july alone, 29 billion in equity funds fled the market while 12 billion went into bonds. If you are in the stock market the only way stocks move higher is with good news that has to begin tomorrow with stronger than expected jobs report. Those are my thoughts. What are your thoughts about the rally and how do you see it setting up for the rest of the year . The good news, good news could be good news. We have gone through a time where we crossed the rubicon hoping for better Economic Data and continuing the fed stimulus process. I think we are at a point we want to see jobs created, we want to see bank lending, small and medium businesses hiring and all of that Economic Activity will pick up earnings and the market. The good news to me about the market is secondquarter earnings reporting season regardless how you think the estimates were was better than expected, 70 through the s p 500, beating earnings estimates, more importantly we have seen Revenue Growth. We have seen Revenue Growth the this is a pivot point so what needs to happen is to see continuation of that, rotation, very dangerous trade and dividends, utilities, because Interest Rates are so low, a 1 yield on the 10 year traded so low, in the s p, 50 to 55 basis points. Charles the modernday widows and orphans. Who would think utilities would be over 20 . To your point, if anything is overvalued it is safety areas. I like the idea we are no longer celebrity mediocrity, that little bit of blade of grass is redwood but what happens if we dont get this good news . Everyone would agree the market is overvalued by a little or a lot . To that point, the most intriguing thing you said was widows and orphans in those trades. Think about utilities, that is where it is dangerous and you speak to utilities being up 20 of that gets crazy. You have a drawdown, any sort of reversion in the safety trade will be dangerous for the group you dont want it to be dangerous for. Charles we have to leave it there. I appreciate it. I can talk to you about this all day but hopefully we will talk after the jobs report tomorrow. We are getting word isis is across europe as we speak, we are going to bring alarming details next, israels warning the white house is dismissing. After this. Charles fallout from the big payout. Concerns one year ago israels Prime MinisterBenjamin NetanyahuPrime MinisterBenjamin NetanyahuPrime MinisterBenjamin Netanyahu warn against her deal with iran. Take a listen. The nuclear deal with iran doesnt block the bomb. The deal gives that ran a massive infusion of cash. If feminists aggression and the reason and terrorism around the world. Charles the former National Security adviser john hannah on the latest group the concerns were justified. In retrospect, maybe we shouldve paid more attention to Benjamin Netanyahu. The more we find out about this deal, the longer its in place, the worse it looks. As the Prime Minister has said, whether or not iran actually violates the deal, but even if it keeps the deal, the deal does in fact put it on a quiet pad to ac