our next guest retains his outperform rating on every big name across the sector let's bring in steven kimbullish, and does the run continue, even for pult snervegs >> i think over the next six months to a year the builders look good. i think the october data we're going to get from the industry is going to be softer than what we saw in september. rates matter, and certainly i think the election matters this year there's some debate whether elections generally matter this one may be a bit different. i think this matters more. the data we're getting from the builders suggests while traffic is still good, the buyers are hesitant to pull the trigger so we think they're hovering around we think it will set up for a spring selling season, because you're seeing demand getting pent up, but i wouldn't be holding your breath for some strong housing numbers in october, november and maybe december might be getting better but those are low-quality numbers at that period of time that being said, the builders are cheap. they're pricing in a lot of negativity that's been a big part of our call and their

i like listening to that statement from steven chung and the campaign like he's a kim jong-un dictatorttle alarming as well. this is the thing about donald trump, in this campaign, they have decided, the team decided that they are just going to let the public see unadult ratunadu donald trump. that worked for them in the republican primary. the reality is the real donald trump does not have any of the views of, like, mainstream conservatives from a bygone era. he's not going to talk about tax cuts and regulation cuts and strong defense. he's going to do racist dog whistle, racist air horn comments, mass deportations, talking about 1,000% tariffs, talking about sending the military after the enemy within. like, that is donald trump, and it is the harris campaign's job and you saw they started to do that last night to make sure that the voters know that had they go to the polls. i suspect that's why she's doing brett baer on fox. she wants the fox viewers to recognize what they're voting for if they're voting for trump, this unhinged material that you just read. >> so, i want to play par

kim jong-un. joining me now, stewart stevens. welcome. it's nice to see you again.is will win fairly and comfortably and by a larger margin than biden did in 2020. you also said, the harris campaign is running what we're probably going to look back at as the best presidential campaign ever run. so your confidence is welcome to the harris camp, i'm sure. what is behind it? polls suggest this race is a toss-up. >> yeah, you know, i think there's a basic structure to this race that has been true for some time. it's very consistent. about 47% of the country, that are open to maga. 53% that's not. the goal of the harris campaign has been to coalesce as much of the 53% as they can. they wake up in a world today in which you have liz cheney and bernie sanders on the same side. they've done a pretty good job of that. and when you look at the difference in these polls, trump is always around 47. the difference is how much of that 53% is showing up in these polls? but you know, at this point, the talk about polls begins to be sort of beside the point because we have so many p