That is, for anyone who doesn't know, the best kind of recovery (fast down, fast up). I googled to see if there were other sources for this, but came up with nothing, so maybe it's just their opinion - but hey! CNBC is nothing to sneeze at. So this may be "breaking" stuff.
The bad news is that both of them said that because Obama is now completely ineffective*, that people should jump in and invest now, because most of what's in the budget won't happen.
I'm paraphrasing loosely here, because it is so new and there is not yet a video (and I wouldn't know how to embed it if there were) and also no transcript.
*In fact, one of them, I think Kudlow, kept referring to "President Brown." Sorry, guys.