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>> neil: a lot of companies are blaming what's going on, the uncertainty in the world, disappointing earnings. ubs, the big investment bank. sometimes i can see the operations directly in china, ship stuff there, don't. factories. i don't know. i just think it can be overkill. aaron gibbs is with us, investor extraordinaire. that's why have a problem like delineating how ubs could be exposed versus other names that actually have operations and significant exposure. >> it's tough. ubs, their excuse that it was from trade wars is ridiculous. >> neil: that it affected trading. >> that wasn't the ...

The russians help, all bets are off and we are sort of out of the game militarily. >> we are not out of the game just because we withdrew a handful of troops. >> neil: how do you think we would respond? how would you respond? >> i think pompeo was talking to the president today. we have a lot of firepower that region. we are talking about an ally here. of course we are sworn to defend them in the reality is if we don't sever the relationship should turkey do something that's unconscionable to us, then our alternatives are futile. we have a lot of capability and i think the president is looking...

Get the tax records. >> they want to see if there's been some criminal activity. how you're going to lift those payments to those alleged -- to those women. >> neil: don't you think it's a rather elaborate ruse to get their hands on the records? >> not in the mind of the d.a. who wants them. that's what's being reported. we want the records. >> neil: up to a decade of them? >> that's a great point. how much do you have to look at these tax records to determine whether criminal activity took place when you know that it was a finite time. you will look at the records. it's an investigation, not ...