but to b.k.'s point, i don't think you buy it here. >> what are you doing today, pete zm. >> i found myself getting back involved in some of the metal names, and you probably saw some of that paper in there as well. you look at what steel has done, iron ore has done and you look over at the copper names with, freeport. the last couple weeks there's a lot of different reasons behind some of this. some of it will be demand, tariff related, whatever. i think some of the names actually have plenty more upside. we've already seen some of the moves to the upside. i don't think it's over and i think there's opportunities. and by the way, when volatility gets this cheap, we barely got over 13 today on the vix. volatility in the broader scope of the market is extremely low. that also means it transcends over into some of the option world. very, very low in some of the names as well. i think there's tremendous upside potential in some of those names. >> what were you trading? >> i pared back on a lot of thi

gets too distanced from those fundamentals that you do have to be careful, but i agree with saarat and b.k. i think they're right. >> what we're going to see also is mnunchin, the first words out of his mouth were about the tax and that he was going to implement what trump has talked about. that repatriation of trillions of dollars is going to be huge, and that is a significant driver going forward. >> exactly. >> you are still trusting the government, you know, who said that they were going to have shovel-ready projects last time. then you end up still at the -- it's so appropriate back here today because that's the way it feels. >> to many, michael, the fog is dissipating, and there seems to be more clarity, and certainly you can see that in the result of the major averages since election day. >> certainly. >> yep. it's good having you here. michael, thanks so much. >> thank you. >> michael far. here's what else is coming up on the halftime reported. >> next up, what the meeting in vienna means from the oil stocks. we're talking exxon, chevron, conco, and more with the number one rated a

for more on the market reaction, let's get to bob doll and boris flossberg is managing director at b.k. asset management, fxb.k. and he's also a cnbc contributor. this is like alphabet soup this morning. >> all right. so hit me, guys. >> acceptance speech, that was master upper-level low. he was no longer going to put her in jail. he was very conciliatory and generous in his victory. when you look at it economically, what did you hear? i heard keynesianism. he wants airports and things. that's going to be mavis spend. he's going to surprise everyone by increasing minimum wage to $12 or $15. he's going go across the aisle and surprise everybody. it's much more socialist than it is capitalist. he couldn't care less about profit. he only cares about sales at this point. i think if he goes across the aisle and works with bernie sanders, his approval rating is going to go into the 80s. in if first six months, who's going to say no to him. he's now the godfather, they're now going to kiss his ring. i think what you have as far as takeaways, deficits, doubles, maybe in the triples. massives,