Larry Kudlow ...

... was disappointed with Mitt Romney's speech. And that pretty much sums it up.

It was a non-event and therefore a missed opportunity for Romney.

Larry Kudlow points out right after the speech that Mitt Romney is going to launch a "jobs tour" after he becomes president. Kudlow observed he didn't know what the heck that means. Answer: It doesn't mean anything. It is an empty platitude ... like the rest of the speech.

How big will the convention bounce be? 4-5 points is my guess and I think it will vanish faster than the usual bounce.

I think where we emerge in about 2 weeks (after both convention bounces fade) is Nate Silver's model showing Obama with a 72% chance of winning. Let's see if I'm right.