let's bring back in dan clifton. what are you focused on most going into 2018? in just laid out a short timeline with a lot on the to do list, but there is a little bit here for both sides. it will have to be bipartisan because you need 60 votes in the senate so you need at least nine democrats. what do the democrats want? higher nondefense spending. coming together where defense spending will go up about $60 billion, nondefense by $56 billion. that is a good enticement for democrats, but the key is they want immigration changes, and that will be hard to swallow for republicans. that is really where the fault line will wind up. we had a near government shutdown on december 9, one close around labor day. we are ways figure out a way to extend those of they do not reach a deal, so i expect there will be a lot of hype about a theible shutdown going into 19th, but if they are not close to what that deal will be, you may see it get kicked back until a final deal can be resolved. also in there will be health care and other provisions as well, so it may take longer. ali

will that spoil the show joining us to talk about this is dan clifton. see you welcome. >> thank you for having me on, kelly. appreciate it. >> i don't know if this is going to be the most boring speech of all time because everyone seems to know what's in it and that he's going to stick to script or if there will be curveballs. what's investable in it? >> i agree with you. there's been some downplaying in the speech which could lead to a surprise or two that's going to be in the speech i don't know what that's going to be. if you think about his two speeches investors rewarded which was his speech on election night at 3:00 in the morning where he was inspirational, let's come together, and his speech last february, which was similar to his state of the union but wasn't called the state of the union, and market rallied the following day after that speech. i think he'll have that same overall tone i would start off by saying his first part of his speech will be about the economy. yes, he'll tout the stock market yes, we were down today. but overall, that t