money when rates go higher. i love goldman sachs, i love jp morgan, i love the entire financial sector so if you wanted to play it just on a macro basis, you can go into the etf or the xlf, but really goldman and jp morgan is what i'm watching. > >what would your play be on the consumer and consumer spending just for everyday goods? > >the economic news has been pretty good. i like the consumer staples industry. i like the procter and gambles of the world. i like coca-cola quite frankly. these consumer staple stocks---the ones that have just not really outshined the market but have just trended and stood through the marketplace as rates got incredibly low---these are also going to shine this year. > >will the sun shine on alternative energy stocks this year---such as solar panel stocks? > >i do like it and i think there is going to be so much more money spent on r &d in these stocks and there are two in particular that i like. first solar and then a company out of china called...