 there are other factors that play into the way markets go because they're forward-looking mechanisms and there's other issues with a trump agenda we have to wonder about too as he has to posture and negotiate with the trade war issues as well markets have to kind of absorb a certain unpredictability and tariff prices and things as well i am an optimist about markets because i'm an optimist about human freedom and the ability of people to innovate over time and do it profitably