our first guest is dan skelly. the meerkt is optimistic about a tax plan that's yet to be unveiled. mnuchin talked about the hopes to have this plan passed in august. are you starting to get worried this could get bogged down because the expectations are that this would have been sooner rather than 2018 impact. >> it's coming on the back of a decade of having very little fiscal spending. we could see some volatility in the middle of this year. but we think the tax deal gets done. we think the market can grind higher afterwards. trish require doesn't matter -- trish: it doesn't matter when it gets done as long as it's done within a reasonable amount of time? >> it's only one component of some of the change we are seeing in washington. we will be on the lookout for infrastructure initiatives and potential changes to regulation. we are hearing a lot about the fed chairman supervisor, and sovment -- and some of the other regulatory bodies. there is only one components of this change. the effect it might have on retaile