i added to my kb homes, pulte homes. housing can run. >> even with rates. >> even with rates. when -- every housing recovery has been with rates rising. so everyone has been afraid of this trade for years now. they have been afraid of the housing trade. because of rising rates. if you look at home depot and lowe's, they traded higher off the housing starts. if you look at the names, the builders, they didn't. that's the hidden trade. >> timmy? >> i think steve is right. if you think about the housing numbers today, not only last week the starts number. the new home sales, we have taken at least another month of supply off at 4.3 months of supply, the housing market is tight, a tail wind for the economy. agree there is value in the home builders. back to the reflation trade, this didn't just happen with trump. again, steel stocks were running and they have been running for a long time. actually, at this point, u.s. steel at 32 bucks to me is at a major level of resistance that goes back to 2012 when steel prices were actually higher. even though steel prices have rallied, i wou

john kerry eeked out wins in places like wisconsin and pennsylvania and what pult trump over the top was overwhelming support in rural america. the lack of turn out for democrats was big and that turn out of rural america for turn out was huge too. and 10 million short in 2008. that matters. take a look at wisconsin. romney lost to obama in wisconsin by nearly seven points. i am joined by the "wall street journal" polling duo. republican pollster of public opinion strategies and our data guru both at nbc and the "wall street journal." welcome. so the word is the pollsters got it wrong. in many cases they were right. we watched a good lesson of how modest margins and how democrats dropped modestly and republicans gained within the president-elect gained enormous ground with white non-college so much that he tipped the scales and bingo. you have a tied election. trump is our new president. >> can you take our poll and match it almost identically with what we saw nationally? can you say what was right and what was wrong? >> looking back at the polling results and of course we have the b

if you pult a poll, they would say don't work with them at all. >> here's my fear and this is like taking off the democratic strategist hat for a second. i am afraid of an unknown donald trump. in the sense of we know what he said on the campaign, but god knows how far is he going to take that? what we do know is one of the two people he put into his admistration is a white nationalist. that's just a fact. i know people want to disagree and bring up the ivy league and working in hollywood, but that doesn't negate the fact that he took over breitbart and it became this dumpster fire for racism, bigotry, sexism. that is the fear that i have. this is the guy -- >> would this be the argument to chuck schumer to say don't work with him even on infrastructure because you are giving more aid and comfort to that guy. >> the fear is that we are normalizing him. >> we normalized trump, but we are normalizing -- that's true. >> having the voters normalize him? >> we are normalizing steve bannon, the who will be whisp whispering in his ear that he will listen to. reince priebus he is not going to lis

you have got utilities that are pulting in solar panels and creating jobs and the big three who have seen record sales and are overachieving on the fuel efficiency standards we set. turns out people like not having to fill up as often and save money at the pump. even if it's good for the environment. you have got states like california that have been moving forward on a clean energy agenda separate and apart from any federal regulations that have been put forward. in fact, 40% of the country already livings under the states that are actively pursuing what's embodied in the paris agreement. even states like texas that politically tend to oppose me, you have seen huge increases in wind and solar power and you have the country's biggest companies like google and wal-mart all pursuing energy efficiency because it's get for the bottom line. what we have been able to do is embed a lot of these practices into how our economy works and it made our economy more efficient, it helped the bottom line of folks, and it's cleaned up the environment. what the paris agreement now does is say to chine

kbh, i got longer phm, pulte. i think housing, underrated, underowned. >> i would say, mel, i think the resources space, though, is still not only underowned, but largely very inexpensive. you look at where copper is trading around 260 a pound, relative to the past and the valuation of these names. freeport has been slowly paying down debt. this is a stock i did add to yesterday. and i think you have an opportunity. again, for -- there's a lot of people in these names from prices much higher up. and i think you have to be careful. >> in terms of the banks, there are a couple banks still not trading book value. we talk about them all of the time, citibank trading 80% of book. bank of america probably about the same. you juxtapose that with jpmorgan probably now 1.3%, 1. -- 140% of book or so. so i think there is a real good chance that the two aforementioned backs, citi and bank of america, trade up the book value. you asked about goldman sachs. this is a stock that's going to probably continue to run. it was eight

[applause] >> thank you, we are thankful and proud of the fantastic team that pult this video together so want to call out san francisco sfgtv tv scott wiseman, carry kill strm, renee done martin, tiaura earl, norma gooustman and others as well. this will play on sfgtv tv so it will let our resident know about what we are working on here at the waterfront, what these complex issueerize s are and get a call to get involved. the next update is pier 80. pier 80 isope open for business. november 11 and 12, loaded 1297 teslas on to two vessels. the cargo was loaded in two shift jz the vessels sailed on time. we had compliments from the vessels. they were happy with the operation and happy with the alterations we made to the facility and have a next scheduled vessel, the rio grande that will come november 2 for another 1 thousand tesla automobiles. we are extremely pleased there has been such a immediate and quick reception to the facility being opened. our own michael car of oewd has gone down to san diego to look at the labor operation and working full force with city build >> student get

we pult the finishing touch to their frieth.hey have no room for us, no fuel, no charcoal, no food for our horses. we storm the village, force our way into the stables, capture 25 pounds of barley hidden in a man's trousers. so forth and so forth for two mortal hours. and this is but one of the days. this is the red cross wagon about which he writes an entire dispatch. you can see what's happening. the snow comes, it melts, comes, melts, creating this quagmire. this one he called chow. this one he labeled fire. this is at the river. at 10:00, the japanese battery on the right fired the first gun. following the report was a sound as of the violent ripping of a vast sheet of cloth, as the shell tore through the atmosphere and sighed away in the distance. two miles away, across the river and to the right of tiger hill, there was a bright flash, a puff of smoke and a dust cloud arose where the flying shrapnel tore the earth. again, quote, the russians were assailed from three sides. the day was lost. they knew it. and yet they fough

[applause] >> thank you, we are thankful and proud of the fantastic team that pult this video together so want to call out san francisco sfgtv tv scott wiseman, carry kill strm, renee done martin, tiaura earl, norma gooustman and others as well. this will play on sfgtv tv so it will let our resident know about what we are working on here at the waterfront, what these complex issueerize s are and get a call to get involved. the next update is pier 80. pier 80 isope open for business. november 11 and 12, loaded 1297 teslas on to two vessels. the cargo was loaded in two shift jz the vessels sailed on time. we had compliments from the vessels. they were happy with the operation and happy with the alterations we made to the facility and have a next scheduled vessel, the rio grande that will come november 2 for another 1 thousand tesla automobiles. we are extremely pleased there has been such a immediate and quick reception to the facility being opened. our own michael car of oewd has gone down to san diego to look at the labor operation and working full force with city build >> student get

i watched the issue 60 years and pult on two programs in berkeley.he cree is get people to recognize this is mental illness and needs treatment and got to have the capacity to do that. in 60 years when the hospitals were closeed by the liberal democrats and ronald regan if we get the people to community they get treatment and get well. we have failed and cut back on the beds. i talked to the people on the streets and know when chare on methand on medication and which are failing and i think that it is high time that we recognize that mental illness requires medical wear and the issue of money shoulden be a issue because we have great amount of money with prop 63 which accord toog the hoover commission is misspent kw once we get that channeled right we have plenty muno so the type of program they are advocating can make a difference in san francisco and the people. j thank >> thank you so much. i will close public comment on item 1. i do want to thank all of the members who came to present today. mrs. krishian and laceee and johnson and mr. dodge as w