andrew slimmon, morgan stanley investment management senior portfolio manager. ergy equities up by more than 41% year-to-date. when you ask people like andrew, lori calvasina of rbc, how long is this story, for most people, the price action would inform the perceived level of ownership. but the pushback you get from the likes of bmo, rbc, and andrew slimmon suggesting they are not. tom: we spend too much time on price and not on more substantial stuff. jon and i joke about the dow and the s&p, but this is really where the s&p shines, where you see the percent of energy now versus 10 years ago, etc. it is a really bold statement, the idea that the momentum players would overweight exxon. that is an original idea. that is something thought leaders haven't considered for years. jonathan: let's turn to another thought leader, lisa. i thought you ask the right question on the banks. can they succeed without a steeple your -- a steeper yield curve? the response, i expect a steeper yield curve. lisa: you see it start to flatten out a bit. then you see a do nothing, in t