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Great to speak with you once again. Let me start with asking you how you are processing all of this happening on capitol hill. Housef republicans in the and senate wants. We just heard the senator of north dakota saying the top tax rate will be 38. 5 . How are you processing what is happening . Mick we love it. We are having a great time because every time we hear more details, what we learned is it is reinforcing the fundamental principles are being met. The contest we set up six weeks or eight weeks ago we set the most focus on,re middleclass tax cut in the tax and thets more simple, tax rat...

Now adam has more for you. Steve forbes also there. 400 of the nations who were wealthy speaking out. Steve is not one of them but he is here to tell you if any of their arguments had merit. And the man entrusted by the treasury secretary. Tony is life from the north north lawn of the white house. They squeeze in under the deadline. Plus President Trump in the philippines at this hour. Hobnobbing with world leaders. A major trade announcement when he returns to dc on wednesday. With someone who might know what that surprise involves. General electric with the reins. No blue ribbon awarded for ...

Joe, you get the first crack at that question, i think the question becomes, what goes long youre long the fang names and gogo names. But if a certain point oil keeps going lower, i think that becomes a problem for the nvidia, the highgrowth momentum type names pete, there was a time when if oil was falling out of bed the way it is now, you know, its 42 bucks, the market would have had a conniption over the whole thing and not so much, why . It seems to me the focus has not been on oil. We did have all of those reactions and weve stop reacted to that. Everybodys focus continues to be on recent...

Fargo. Pnc and First Republic also reporting this morning, guys it is a big bank day the overall market is up, sirott, the banks are down is this a buying opportunity for banks or wait, because theyre going to go even lower i think wait a little bit theyre great opportunities. I want to own the banks down road im pretty fully invested. I think Going Forward, if you believe that our economy is going to have steady, slow growth, you believe that Interest Rates will slowly move up over time, these are great management teams theyre going to underpromise and overdeliver. And i think the expectation...

Will august, a traditionally difficult month for stocks bring more record highs . Were on dow 22,000 watch. White house says new chief of staff has Anthony Scaramucci out. Under armour, well look at the stock and the competition. All three indices saw a record like the dow and the nasdaq, s p posted eighth positive month in the past nine. Its been quite a run. A lot of that, though in dows case, has been boeing. Boeing is the new thing its really incredible y had some laughs this week where i read boeing, sell to hold this was, to me, the biggest cap stock that had sales on it not netflix, not...