reporter: saying she, herself, first became aware of the fact that the president did reimburse micah cohenor the sto daniels' payments during the interview last night that was something that indicates the white house proper was not really up to speed on this dramatic change of story that we've had now from the president and his attorney, and now saying that the president did, in fact, make those payments to stormy dachniels, bt made them in 2017, through his attorney, did not know until sometime recently those payments had been made by himself through his attorney, so a very confusing set of circumstances here, but the white house seems to have handed on a story now in which the president made the payments through his attorney, reimbursed the attorney last year, but did not know what the reimbursements were for until recent days, guys. >> yeah. it's a fast changing story, eamon, thank you very much >> reporter: you bet >> if you said stocks staged a turn around on that, i would think downside, but, in fact, we erased a 400 point decline and turned positive. bob? >> we go through whole inve

all the micah cohen stuff, interesting as it is, and it is interesting, it's just noise, just noise >inclined take it negatively, said, a delegation went to china, came back empty handed, decided it was a negative, and market stopped deciding these things matter much in the here and now. >> with the pulling out of the iran deal, they could have said missiles going back and forth between iran and israel, there's more, and granted, oil prices, you must be feeling good on energy >> i am feeling good it's -- if you go back to late 2015, early 2016 when oil prices were down in the 40s, and then they bottomed in the low 30s, i said i'm buying on a two to three year time horizon. that's what it is. >> clocked up? >> doesn't mean it's up, but i was overweight in energy i'm not telling you where. >> only one in the market. >> i must be the only person who is ridiculous overweight in energy right now >> so many hedge funds and institutions in the last months talking up energy. does that make you nervous too >> i saw it this week, just to -- i'm so far off what the market waitings are, it's a li