let's bring in jeff kilburg, a cnbc contributor. jeff, there's a lot of talk on capital.ether or not you feel this is the engine for 2024. >> you know what, dom? it's interesting you say that. i think when you look at the new undercurrent of ai, you vo to is vuc microsoft, it nvidia and has one of the worst stocks in the nasdaq. i think apple is important, but it's not the paramount focus of investors. >> there are issues that we have right now atz well. how much is that going to play into the discussion overall. do you feel there are certain sectors that are going to big greater than others? >> i think it's really critical to understand where we are in the market. a lot of folks have seen nearly $6 million in cash. utilities down the most but consumer energy is tied for third. crude is down, 71.80. i think you can add names like exxonmobil and chevron, names i like. pea are going to sell their losers and take options. that happens every december. northwestern sector looks light it's going to revert with crude oil prices down as much as they are. when you look at etf, moi