joining us now is dan clifton partner and head of policy restretch for strategas a baird company. >> the chances that the republicans taking the house are 90%, the gains can be so large 25 to 30 seats that they are probably going to lock in that majority for two, not only the next two years but possibly four years. that means no tax increases, little energy regulation, little health care regulation, the market will like that divided government the senate is mixed so the question is which way are the undecided voters going to turn you can feel the market starting to position as if they are going to turn to the republicans how do we know that? you can see it in stocks dedicated to immigration enforcement, which is a priority of the republicans you can see it in energy infrastructure which will be a main priority if the republicans have complete control. so the market, the forecasters and the betting odds are all suggesting there is a slight probability of the republicans taking the majority and if that doesn't turn out to be the case the biggest sector with the rally will be the clean

dan clifton has done some great work on this.dent, is the top performing segment up 13% on average back to 1933. it goes down from there republican congress, democratic president up 13%. i think you can see this continue throughout the day as we get closer to the news flow of this evening. charles: it feels like the street, when the polls started turning a couple weeks ago the market started turning, bias shifted to the upside, even with the rocky week to the fed the bias was still to the upside. what happens if something happened and republicans did not take the house and the senate, particularly even, saying not the house? >> yeah. i mean i think the market would probably sell off, just because there is an anticipation and trades have been made in anticipation of them taking control of the house. i don't know if you remember or if you were up all night. i think you were up all night knowing you like i was, president trump won and the republicans swept. and the futures sold off 600 points. he came out and spoke we were off to th