at the landscape, what do you see i think you see radical inconsistencies that didn't exist in the halcyonays of 2017 think about the wonderful days think of the presidential tweet that criticized a business for doing something wrong. and a few days later a capitulation and we were off to the races. those were super reasons to buy. i used to joke that the president was raising numbers and slapping on strong buys. the gigantic tax cuts for corporations, coupled with the tax holiday and repatriation of foreign assets, glory be pounding the table, supery duper. the white house approves strong buys now, though, we could be cutting numbers of industrials off of raised prices for aluminum and steel, we could be slashing prices for companies that do business with china. we may be cutting numbers for overseas earnings. larry kudlow favors a strong dollar take overs i think the landscape has changed and not for the better i'm not telling you to be down on the market, the fundamentals are still strong, thanks to wild wide expansion, but looking to washington for help? that's so 2017 the bottom lean