CNBC Fast Money Halftime Report December 6, 2016
Had a significant change in sentiment. If you just go back to the tape six months ago, there was a really strong concern in the market, bond market, equity market around this growing sense of stagnation. We were skeptical of that. At the same time the clear focus on reflation and risk by many investors, i think the truth is somewhere in between, and thats what we mean by both views are too optimistic today. Yeah. Maybe we underestimated, though, where the economy actually was before the trump election and now we maybe, okay, were feeling pretty optimistic about where we think tax policy can go...