It's Wednesday, March 1st.

Welcome to Market Foolery.

I'm Matt Greer.

And joining me in studio, we've got Matt Argersinger

from Motley Fool's million dollar portfolio

and David Kretsman from Motley Fool's supernova.

Guys, welcome.

Hey Mac.

And guys, let's begin with what's being called the Trump rally.

The market opened up big on Wednesday after President Trump's address to Congress on Tuesday.

Now, Matt, the market's hitting new highs.

Trump is talking about corporate tax reform, free and fair trade, and big increases in defense spending

and infrastructure spending. What does it all mean for investors?

Well, it's all stuff investors should love. I mean, and I'm keying in on mainly the $1 trillion

public and private infrastructure spending, which I think, you know, realistic or not, that could boost

a lot of spending, you know, bring a lot of cash sort of out into the market into incorporation

coffers.

We love to hear this and as investors, it's really exciting but we'd love to hear this and this investors it's really

exciting but we have to really dial back our enthusiasm a little bit because as

much as all this sounds great it's it's a lot of bluster and in reality whether it's Trump or any

president only about a fraction of this of these things probably get done and

certainly not to the level that we think that could get done in the speech.

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