Things already getting better: stocks, Trump unity (Ryan, Schumer, Romney), cabinet picks, calm Trump, consumer confidence way up, econ confidence way up WAPO: 59% confident econ will improve under Trump, 52% confident higher living standards. Gallup econ confidence index soared 13 points last week. End war on biz & capital. End war on energy. Pence replaces Christie in Transition Comm.

Cabinet picks: what have we learned? Jeff Sessions A-G; Mike Flynn NSC; Mike Pompeo CIA. Priebus & Bannon.

Steve Bannon predicts "entirely new political movement." ADC backs off bigotry charge.

Kevin Brady wants deficit-neutral tax reform.

Trump impact on stocks & bonds & dollar: Jason Trennert. Buy stocks, sell bonds? Growth is coming. Trump is under-owned.

Fed rate hike in December? Certain. Follow long rates higher. 70% long rate rise from real rate ( tax cuts increase capital returns).

Trump could appoint 5 Fed governors!! Remake board.

Melanie Kirkpatrick on real meaning of Thanksgiving. This year a good one?

Trump on bank reform? Wall Street or regulation?

Things already getting better: stocks, Trump unity (Ryan, Schumer, Romney), cabinet picks, calm Trump, consumer confidence way up, econ confidence way up WAPO: 59% confident econ will improve under Trump, 52% confident higher living standards. Gallup econ confidence index soared 13 points last week. End war on biz & capital. End war on energy. Pence replaces Christie in Transition Comm.

Cabinet picks: what have we learned? Jeff Sessions A-G; Mike Flynn NSC; Mike Pompeo CIA. Priebus & Bannon.

Steve Bannon predicts "entirely new political movement." ADC backs off bigotry charge.

Kevin Brady wants deficit-neutral tax reform.

Trump impact on stocks & bonds & dollar: Jason Trennert. Buy stocks, sell bonds? Growth is coming. Trump is under-owned.

Fed rate hike in December? Certain. Follow long rates higher. 70% long rate rise from real rate ( tax cuts increase capital returns).

Trump could appoint 5 Fed governors!! Remake board.

Melanie Kirkpatrick on real meaning of Thanksgiving. This year a good one?

Trump on bank reform? Wall Street or regulation?

Things already getting better: stocks, Trump unity (Ryan, Schumer, Romney), cabinet picks, calm Trump, consumer confidence way up, econ confidence way up WAPO: 59% confident econ will improve under Trump, 52% confident higher living standards. Gallup econ confidence index soared 13 points last week. End war on biz & capital. End war on energy. Pence replaces Christie in Transition Comm.

Cabinet picks: what have we learned? Jeff Sessions A-G; Mike Flynn NSC; Mike Pompeo CIA. Priebus & Bannon.

Steve Bannon predicts "entirely new political movement." ADC backs off bigotry charge.

Kevin Brady wants deficit-neutral tax reform.

Trump impact on stocks & bonds & dollar: Jason Trennert. Buy stocks, sell bonds? Growth is coming. Trump is under-owned.

Fed rate hike in December? Certain. Follow long rates higher. 70% long rate rise from real rate ( tax cuts increase capital returns).

Trump could appoint 5 Fed governors!! Remake board.

Melanie Kirkpatrick on real meaning of Thanksgiving. This year a good one?

Trump on bank reform? Wall Street or regulation?

Already, things are feeling better. Pence, Kellyanne, Trump-Obama, Trump-Clinton, Trump-Ryan. Unifying. Inclusive.

Huge Trump rally in stocks. Pro-growth plan.

Cong. Kevin Brady talks tax cuts & GOP agenda.

Trump shift on Obama-Care?

Will Fed raise rates? Should they?

John Taylor & Michael Boskin: Are Trump-GOP policies correct. Take muzzle off econ. Infrastructure.

Doug Schoen-John McLaughlin on election. Rustbelt-Sunbelt realignment for GOP? Did Obama far left policies kill Hillary & Dems in Congress & State Houses?

Trump strategy for stocks? Winners & losers?

Race too close to call nationwide & battlegrounds.

Hillary has become unsafe candidate. How can she govern w/ investigations? Grand jury? Obstruction? Lying to FBI? Appoint an attorney-general?

Trump on message: Takes outsider to drain the swamp for tax cuts, dereg, repeal OB-Care, unleash energy, judges, border security, etc. Overturn elites who haven't delivered. Peter Thiel defends Trump. Need outsider to shake-up DC.

WSJ: The Cost of Clinton, The Gamble of Trump.

Civil discourse, bi-partisan deals? JFK & Reagan (Bill Clinton).

Are Elizabeth Warren & Bernie Sanders running Dem party?

Stocks fall 9 straight days (3.1%) on fears of Trump upset. But Trump is growth & tax/regulatory cuts. Good for stocks & economy. Hillary recession. BUY THE TRUMP DIP. SELL HILLARY RALLY.

Subdued jobs report. Will Fed raise rates in December? How strong is economy?

Yellen: Let economy run hot. High pressure economy. Tolerate above 2% inflation? Will Yellen be easier under Hillary and tighter under Trump?

Gonna have to have deal between populists & free traders & tax reformers, No purity.

Stocks to buy if GOP sweeps, or if Dems sweep.

Race too close to call nationwide & battlegrounds.

Hillary has become unsafe candidate. How can she govern w/ investigations? Grand jury? Obstruction? Lying to FBI? Appoint an attorney-general?

Trump on message: Takes outsider to drain the swamp for tax cuts, dereg, repeal OB-Care, unleash energy, judges, border security, etc. Overturn elites who haven't delivered. Peter Thiel defends Trump. Need outsider to shake-up DC.

WSJ: The Cost of Clinton, The Gamble of Trump.

Civil discourse, bi-partisan deals? JFK & Reagan (Bill Clinton).

Are Elizabeth Warren & Bernie Sanders running Dem party?

Stocks fall 9 straight days (3.1%) on fears of Trump upset. But Trump is growth & tax/regulatory cuts. Good for stocks & economy. Hillary recession. BUY THE TRUMP DIP. SELL HILLARY RALLY.

Subdued jobs report. Will Fed raise rates in December? How strong is economy?

Yellen: Let economy run hot. High pressure economy. Tolerate above 2% inflation? Will Yellen be easier under Hillary and tighter under Trump?

Gonna have to have deal between populists & free traders & tax reformers, No purity.

Stocks to buy if GOP sweeps, or if Dems sweep.

Race too close to call nationwide & battlegrounds.

Hillary has become unsafe candidate. How can she govern w/ investigations? Grand jury? Obstruction? Lying to FBI? Appoint an attorney-general?

Trump on message: Takes outsider to drain the swamp for tax cuts, dereg, repeal OB-Care, unleash energy, judges, border security, etc. Overturn elites who haven't delivered. Peter Thiel defends Trump. Need outsider to shake-up DC.

WSJ: The Cost of Clinton, The Gamble of Trump.

Civil discourse, bi-partisan deals? JFK & Reagan (Bill Clinton).

Are Elizabeth Warren & Bernie Sanders running Dem party?

Stocks fall 9 straight days (3.1%) on fears of Trump upset. But Trump is growth & tax/regulatory cuts. Good for stocks & economy. Hillary recession. BUY THE TRUMP DIP. SELL HILLARY RALLY.

Subdued jobs report. Will Fed raise rates in December? How strong is economy?

Yellen: Let economy run hot. High pressure economy. Tolerate above 2% inflation? Will Yellen be easier under Hillary and tighter under Trump?

Gonna have to have deal between populists & free traders & tax reformers, No purity.

Stocks to buy if GOP sweeps, or if Dems sweep.

Governor Mike Pence joins Larry while on the campaign trail just 10 days before Election Day

Comey re-opens Hillary email investigation. Criminal-grand jury? Cannot release new info? FBI revolt? Comey in trouble. October surprise? Just the facts, ma'm. Former US Attorney Joe deGenova.

Trump issues discipline raising polls. Hillary email avalanche dropping polls. Gonna be close. GOP 3-house sweep?

Overnights from John McLaughlin. Polls narrowing.

ObamaCare death spiral? Cong. Tom Price. Mercatus Brian Blase. Gruber & Emmanuel lied? Hillary wants single payer. Huge spend, subsidize and tax increase.

Elizabeth Warren & Bernie v. Hillary.

How do Clinton & Trump tax policies compare? Take off muzzle & economy will roar. Obama recovery behind Reagan, JFK & Bush-Clinton.

GDP only 1.5% y/y. Q3 really 1.9% ex fluke in soybeans export surge. Jared Berstein & Joe LaVorgna.

December Fed rate hike? Dec fut say yes. Big internal inflation debate at Fed. 2% floor or ceiling? Yellen & Brainard? Inflation break- evens rising. 2-year 89 bps expect rate rise. 10-year yield rise. But I wish they wouldn't. Gold steady.

Stocks over-valued a bit. Profits, productivity, costs & prices notr good.

Comey re-opens Hillary email investigation. Criminal-grand jury? Cannot release new info? FBI revolt? Comey in trouble. October surprise? Just the facts, ma'm. Former US Attorney Joe deGenova.

Trump issues discipline raising polls. Hillary email avalanche dropping polls. Gonna be close. GOP 3-house sweep?

Overnights from John McLaughlin. Polls narrowing.

ObamaCare death spiral? Cong. Tom Price. Mercatus Brian Blase. Gruber & Emmanuel lied? Hillary wants single payer. Huge spend, subsidize and tax increase.

Elizabeth Warren & Bernie v. Hillary.

How do Clinton & Trump tax policies compare? Take off muzzle & economy will roar. Obama recovery behind Reagan, JFK & Bush-Clinton.

GDP only 1.5% y/y. Q3 really 1.9% ex fluke in soybeans export surge. Jared Berstein & Joe LaVorgna.

December Fed rate hike? Dec fut say yes. Big internal inflation debate at Fed. 2% floor or ceiling? Yellen & Brainard? Inflation break- evens rising. 2-year 89 bps expect rate rise. 10-year yield rise. But I wish they wouldn't. Gold steady.

Stocks over-valued a bit. Profits, productivity, costs & prices notr good.