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And possibly easing sanctions on iran. Josh, kind of a quiet market day here interesting rotations going on what do you make of the action today . This week its just been incredible for anything of value versus growth, anything small over large and theres a tend densy when we see these outside moves. For example, russell up 5. 5 over the last week theres a tendency to look at that and say ive missed it or that has to be the top of something. When you actually go back and find examples of this sort of thing happening in the recent past, actually that always had taken place at notable bottoms in the russell 2000. For example, we had three versions of this in the year 2016 where you have just this incredible week for small cap, for value and it wasnt the end of something or a blip it lully was the end of the selling. You can stay with this trade if youre on and. Portfolio tilt for smallend value. After a really long drought of good news. So a lot of people are happy about that take a look ....
Big divergence energy and tech not gore man 1 . Health care down more than 1 . Joins us for the full hour jay jacobs good afternoon to you. Thanks for joining us. Whats your takes on the diversity of trade today micron kind of a bellwether . Yeah, what we are seeing in the semispace is a comeback from noo. Whats the best way to play that there have been some hopes what we like the most are Pipeline Companies they dont get paid on the pril of oil, but how much oil is transported through the system its becoming one of the Biggest Oil Producers in the world lets get to all of the stories. Bob pisani is here, jon fortt is covering microns big jump saryers has earnings from generl mills. Bob . Its about oil and Interest Rates. We had a strong drawdown in crude inventories, one of the best we have seen in many years ....