greg valliere, safe travels, with potomac research group. scarlet? our twitter question of the day today, it is a cynical question, what is driving voter discontent on the selection day? tweet us @bsurveillance. we will be right back. ♪ >> can want to come everyone. "bloomberg surveillance." -- good morning, everyone. "bloomberg surveillance." coverage on the election. i tom keene, with me scarlet fu and brendan greeley as well. >> allison linderman grimes declined to say whether she voted for barack obama. the election is not over yet, but we can say democrats failed to say what they were for. adam frankel, former white house speechwriter, i know you can do this -- help me out here. in three sentences, what is the democratic party platform? >> fighting for the middle class. >> there you go, one sentence. >> ima speechwriter, i keep it pithy. fighting for the middle class. it depends on the race we are talking about, these are state-by-state races. when it comes to iowa, we are talking about increasing the minimum wage or we are talking about protect

greg valliere and dan telling us and giving us insight into what may happened and taking it past 24 hours. >>> the dow transports, the dow industrials and the s&p 500 all hitting new extra day records today. so while stocks head higher, what goes lower? gold! this, as investors try to get ahead of tomorrow's jobs number and dow transport stocks are taking advantage of dropping energy prices. yes, we have crude and brent moving lower once again. so southwest, delta, ups, fedex, all hitting not just annual highs, but lifetime highs. we'll go into the market with scintillating floor show, and america online beats for a seventh consecutive quarter. they're coming off interesting postelection, they are trying to take on moi? us at fox business and every other cable channel that does news. we'll talk about that with tim armstrong, chairman and ceo of aol, live. opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the wor

liz: last hour, charlie, we had greg valliere one of the smartest guys in d.c. looking at research and distilling it and coming out with a crucible what people should believe. he likes what you like, that is defense. tell us why you feel this is real investment opportunity beyond headlines, oh, republicans are in charge, et cetera? what else will drive it? is it isis? we know the president said he wants to get some approval on continuing to be involved to fight against isis. >> i think we'll see some up ticker in the -- uptick in the armaments. aerospace rid renn through the entire defense spending slow down we've seen really well. we're interested in boeing defense systems which has held up really, really well. with oil prices down as much as they are are helping airlines. airlines will continue to replace their fleet. i don't think necessarily just defense but aerospace side of thing can see benefits from lower energy costs. by the way -- david: lance -- go ahead, quickly. >> if we get to 70, that is $800 per year benefit to the average household budget. david