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Market’s Erase Week’s Losses and China’s Woes Loom Large

CNBC's "Fast Money"

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Investing in the Energy Sector at a Time WHERE You Are Seeing Inflation

It's like all the fears that we had on monday suddenly dissipated. Plus, we have higher yields to day tim which really, you know, supercharge the bank trade. And i'll say it one more time, because i've said it for nine months, these companies are run differently than they were five years ago. That's why this is not just a trade. I think, investing in the energy sector at a time wher you are seeing some inflation, the dollar also got out of the way, at least for to day.

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