carol roth and jedia, you first, welcome, that's a stretch, isn't it? ushered in a real recover than had a fake recovery as obama does. this is media spin and claim this is a great or atore and came out before the debate and that was not a reaganesque performance last night. reagan was a guy that could relate to americans, expressed empathy, was not arrogant and down to earth in his delivery, the complete antithesis of barack obama. he brought down the unemployment rate and did good things for the company. he doesn't usher in a phony recover. the comparison was absurd. stuart: reagan you ladies don't remember him. and i do. president obama is not reagan. >> maybe they meant something different. maybe they meant ronald reagan was an actor and president obama is the democratic actor. stuart: that's a stretch. a day after the debate i've been saying on our program this morning, i think that romney won hands down, flat out. and the liberal media has largely gone along with that. romney won. am i going overboard. >> you agree, i agree, the twitter verse agre

carol roth, can you find her at carolroth.com. good to you you guy he. >> you too, j. >> i think it is clear that romney ran all over obama. from a small business owner's perspective he addressed the issues we have not seen addressed offer the laugh four years. most notably, how are we going to get this economy growing again because from a small business owner's perspective, that is what is going to get them hiring and make them more successful. if the economy grows, more people are buying from them. there's more confidence, and it is just a self fulfilling prophecy. >> what we are dealing with here, four years -- apart from what president obama is saying on there, what we have seen is that small business is struggling and we are way, way at the end of the food chain. we have banks that can't fail. $700 billion going into who knows what. snail gardens in san francisco. it is harder today because of rules like dodd-frank to get money from a bank. small banks are failing. we lost 2,000 of them in the last two or three years. that's

and joining us now, look at this, tracy burns and carol roth.cy, are you mortally wounded and offended by, or i forgot the words, binders of women. >> and everyone's forgotten it now. stuart: and the left has not forgotten it. >> then the left needs to get a life. those of us who have a life don't have time to dwell on this nan sense. he respects women and he's married to one and almost had condoleezza rice on his side. >> welcome back, tracy. >> i would be honored to be in mitt romney's binder of women and you know who else, all the women in poverty suffering who don't have jobs right now. stuart: and you both, we have get a big reading on mortgages breaking at the he top of the coming hour, plus, the n.r.a. comes on "varney & company," to warn against the assault on the second amendment a second obama term and airing an ad in key swing states. we'll play that for you, and college kids half of them can't find a good job when they graduate and they're graduating under a mountain of student debt. why would they vote for four more years for presid

also business strategist and best-selling author, carol roth and republican pollster, kristen soltis. who do you think won last night? >> i think joe biden won the debate. his mission was to go in, energize democrats, defend the president's record and challenge congressman ryan on some of the misrepresentations that they've made about obama/biden record and frankly, ask him for specificabout what they would do, this mystery tax plan and whose budget are they actually running on. i think he did all of that last night and did it really well. >> kristen, do you agree with that? >> no, but i think it's possible for republicans to really think their guy won and for democrats to really think their guy won. i don't think this is partisan spinning because both men went in with different objectives. joe biden went in with his objective being i'm going to heckle the republicans, and fire up my base. he did that. i think paul ryan said i have to go in and prove i can be vice president or presidentf the united states. i think there are no republicans out there complaining about his performance. i

we have carol roth, mike the pento, and our own rick santelli. rick, what are you seeing in terms of stocks, money moving out of equities and some moving into fixed income? >> many traders think this is going to be a rough and bumpy earnings season, a rough and bumpy guidance. they believe that the stock market has a bit of immortality thanks to the fed. in terms of interest rates, they believe if the actual data continues to improve in a real way, like some of the housing data points, some of the ism points, that we will indeed see an appropriate rise in rates. that threshold seems to be about 2%. so we're about 20 basis points away. they do see some optimism though. >> is that why you think the yields have gone up as much as they have in the last week for the treasuries? especially the ten-year. >> i think it's 50% year up and 50% the better data is reflected by higher equities. >> all right. keith, what about the -- you know, we seem to be feeling optimism here. we have the housing start number better than expected. housing has been a bright s

with us today to talk about it is carol roth and bob. good to see you all. what do you think? are you hearing this is an issue? >> no, not even a word. we had the flash crash a few years ago. that sent a reverberation. >> and the night trading snafu a couple months ago. >> not to the same extent as the flash crash, obviously. >> do you not notice this is happening more frequently? >> certainly you can't miss that. for the average retail investor, it could be an issue. they kind of do a yikes moment and get over it. >> that's exactly the issue. the little guy feels like the game is rigged. when you have names like facebook and kraft, these are household names that they're paying attention to on a daily basis. when you see these things happen, that means there's less confidence from the retail investor. that's why we've seen a lot of money coming out of the market here. there's a by fur kags between the guys who are trading and the people investing. the little guy is looking at the investing, but he's getting caught up in the emotion. >> certainly doesn't help

stuart: all right, carol roth, you're in chicago and come and see us again soon in new york city, we'll thank you very much, carol. >> got it. it's 9:49. your gold report. where are we? i've been away for a couple of days and we're still at the high level. not quite at 1800, 1767. the new york yankees pulled off a victory last night by benching a guy and putting in a guy making a fraction of the money. does it prove once and for all that money doesn't buy you victories. ♪ sometimes investing opportunities are hard to spot. you have to dig a little. fidelity's etf market tracker shows you the big picture on how different asset classe, and it lets you go in for a closer look at areas within a class or sector that may be bucking a larger trend. m stephen hett of fidelity investments. the etf market tracker is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and plore your next investing idea. >> the yankees won in extra innings-- en that ball is driven to right. and we are tied! did he do it again? he did! >> whoa, that was raul ibanez to hit no

rejoining the company is business strategist and former, former-- reformed investment banker, carol rothram. >> it's a long recovery period. stuart: okay, let's suppose that governor romney wins and the republicans do well in the senate and house, market rally? >> absolutely, romney is good for big business and good for small business. romney period is good for business. i think that a lot of what we're seeing is not only our favorite new word, uncertainty, but we have businesses unwilling to spend. they've got plenty of cash on their balance sheets, well over a trillion dollars, but they're not making the investments and they're not hiring and those are the things that lead to lower revenue and lower earnings, so they feel like they have an advocate. somebody who is not for only the freeway market, but a collaborator who will work across the aisle and avoid the fiscal cliff, i think it's going to be fantastic for everyone across the board and obviously, from a metric, the fundamental standpoint, if those earnings go up shall the markets go up, a very simple math. >> gung-ho airline. >>