coming up on "the halftime report," "barron's" top adviser thinks the trump rally is just getting started. he's with us live on how highs he thinks stocks can go. plus, kevins selling financials and putting his money in another sector he believes is about to jump. >>> and as snap soars, another wall street analyst gives the stock a thumbs down. we'll find out why when "the halftime report" joins you in about 15 minutes or so. carl, we'll see you then. >> sounds good, scott, thanks. >>> to the cme group in the meantime, rick santelli and "the santelli exchange." rick? >> hi, carl. you know, today's common denominator is, you know, thinking outside the box. i would like to add one word in front of this, that's leadership. leadership and thinking outside of the box. when it comes to politics and getting things done, my memory was shaken this morning. there's plenty of hope for tax reform in today's "wall street journal" op ed. david schmidt, john mueller, made me think back to 1986, when reagan and the administration finally did some tax reform. it's been a long time. i remember trading those days. i remember how much like today, there was a lot of tug-of-war