There is plenty of excitement about the potential for tax reform. Stocks are showing extraordinary resilience in the face of headwinds and the uptrend continues. According to Goldman Sachs – Trumpthusiasm is running out. But is it really?

New highs for markets and the concern that the Fed may become more hawkish is swirling around.

Passenger drones, Twitter’s earnings and Playboy’s decision to go back to nudies.  Plenty of items on the list to discuss today and not to forget that we are now streaming LIVE at 9pm with a listener chatroom – every Tuesday.

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter