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Gotten into the trade discussion. thankfully we are moving away from trade disputes. >> if we hadn't gotten into the trade discussion, the chinese companies and transfer of technologies that would've gotten worse. it would have been manipulating currency on top of that. that is something we had to st stop. >> your misunderstanding currencies. when the dollar is strong, it is strong. china does about every other country in the world does. >> neil: you guys are geniuses, but you are even boring me right now. if you are an investor, you are worried about stuff. you have bank of america coming out...

Ideas coming out on all factors of trade. a booming economy. very profitable corporations and wall street companies saying melt up. check your 401(k). brian: no one knows exact details what's in phase one of the deal. remarkable over the weekend to read the "new york times" news column on the front page talk about everything that wasn't in it phase one. phase two didn't bring up banking we will have access to their banks for the first time ever. other thing to keep in mind, too. the tariffs that everyone said the president should not use because they don't work. 160 will billion dollars in fav...

Chinese counterpart does not need to run for reelection. he is a dictator for life or until they kill him or whatever or poison his tea. donald trump has to run in 2020. if we have an economic slow down because of trade, it will be an issue and trade is the one fly in the ointment of his economy. there's just no doubt about that. it doesn't mean it's going to happen. it's just that i can't tell youu and a lot of economists can't tell you whether the stimulus from the tax cuts and deregulation low interest rates will overwhelm the trade stuff. the market right now it's betting it will but who k...

That strong global economy. >> neil: do you like where we are at this point? better than 216 points. a lot of that is the good reaction to levi strauss and apple and micron technology. what do you think? >> for a lack of way of putting it, we have a melt up in technology right now. as i study markets going back 100 years when technology leads up, it's a good thing for the market. the worst thing i can say is getting frothy out there, bullishness going on. daily i see a clear lack of selling and a day like today, one of the best days i have seen in a long time. almost like the dow could have be...

Everything else is just noise to me. i want to focus on outcomes. if i can help the mayor or any mayor, i'm willing to do so. >> neil: thanks, governor rosello. be well. >> thank you. >> the president has arrived in president set for a big speech and pushing tax cuts. a lot of people say the odds of there are decidedly better than they were when they were talking about a healthcare revamp. the president should hope so and maybe the markets as well. how much of their record-setting advance, what some are calling a melt up in stock prices are built on the president doing just that, tax cuts, pas...