. >> you either need that to happen or you need the unthink bt, which is for those same tech names to continue to rally to the moon, i would guess. there's definitely a couple of reasons the energy sector is a place to look. number one, any economic recovery is not going to see us rocketing up because unemployment dropped and we start see massive productivity gains. what we're probably going to see is some of the big cap names that have underperformed, as the ones dan just referenced here actually start to outperform now. and they have typically over the last nine years, these are names that have done really well. this year, not so much. in fairness, exxon significantly outperformed the market in 2008. it was a good defensive play despite the fact that oil prices plummeted. >> it's going to be a fine line. we want to see that price of oil move higher in order for those oil stocks to have some sort of momentum higher. at the same time, there's a negative correlation when you take a look at the consumer names and oil. you have the rest of the market kind of falling flat. >> absolutely.