let's ask gary b. smith, kadima group president, fox news contributor.arting a new quarter. what are you watching? are you watching these types of things? >> you always have to keep your eye on earnings because that is what i think ultimately, my gosh, i hope after all these years the market boils down to. these days it's a lot different from the days that when wall street week was the only business show on tv. i'm not sure they ever talked about politics. you can't not talk about politics because what this administration, every other administration does in terms of health care, tax reform, the fed raised on the impacts that will happen with stock prices. lauren: the years big winners such as consumer discretionary and see -- tag. do you expect those to come out of utilities? >> i'm not sure about energy and utilities. you just mentioned oil prices kind of flat. the one area it might move into if the economy really starts to more art financials at financials had a great run, but the last quarter they were backing behind. if housing really starts booming

to democrats strategist, gary b. smith and jillian nulchar. gary, you first.ou saw drop healthcare reform and get on with cutting taxes. is that your point of view? >> exactly. we ran healthcare up the flagpole. nobody saluted. let's move on. maybe we circle back. the bigger issue, the bigger driver of economic growth is going to be tax reform. that includes both tax cuts and tax simplification. so i'll leave you with one point. every study, stuart, over the last 15 years has shown a positive relationship between decreasing taxes and increasing the gdp. i don't know why you wouldn't do it. >> stuart: okay. your a democrat. >> yes. >> stuart: do you want to keep obamacare as collapses and not cut taxes? >> one, i would disagree it's collapsing. as a cbo said, it's not in a death spiral. the market is stabilizing. >> stuart: it's in a death spiral. >> if you think that obamacare is a disaster, if you think it's collapsing, what do you think is up with the american healthcare act that the republicans are trying to push? >> stuart: so you want to keep on discussin