and doug sandler, chief equity strategist at riverfront investment group. gentlemen, good to have you on the program. would you put new money to work in technology today after a 22% rally just over the last several weeks? mark. >> i think that technology certainly has had a good run and it's been really all about earnings. you know, the sector's had very good earnings. most companies are kind of missing on the revenue but making good bottom line estimates. technology companies are actually beating both the top line and the bottom line, and i think it gets back to, you know, when we entered this recession tech companies reacted very swiftly to it. they took down production, took down inventories, set expectations very low. and so now they're bettiating te expectations. so i think that technology probably continues to work through the end of the year. in the next couple of months you may have a little bit of concerns about this is just a big inventory build, and i think that's part of it, but i think certainly you want to be well positioned in technology for

joining us, doug sandler, chief equity officer of riverfront investment group and sharon epperson joinsex. sharon, i want to start with you. correct me if i'm wrong, but didn't the government investigate twice and find no evidence of manipulation? >> well, you have a different regime now at the cftc and someone who really wants to take another look. and we have another issue that really becomes front and center when you talk about whether or not there's speculation. that is the amount of money that has flowed into commodity indices. that is probably something that they really need to take a look at. not necessarily who the participants are. they're going to look at thats well. look at the money and where that's coming from. >> doug, what do you think about investing in oil? >> well, i guess my thought would be, you know, the way you can tell there's manipulation is if it doesn't go your way. that's a joke. i mean, people -- >> gi i get it. >> they call it manipulation when it's not doing exactly what they want it to do. i don't have good insight on whether it's manipulation or not. my f

doug sandler, you know, 45% since the haines bottom. over the past two weeks, the u.s. markets are up, i think, give or take 11%, 12%. it does go to show you just because it's up doesn't mean it won't keep going up. but do you think you can really play catch-up with biotech? >> biotech has been a lagger, although it's up, everything is up. look at the market, a lot of places. fuel is uncomfortable to chase. particularly technology which i think year to date we're up somewhere around 30% to 40%. biotech has been a real lagger. the interesting thing is in my opinion, i think biotech and technology tend to be pretty interchangeable, meaning in the end, you know, both of them tend to print the similar returns when tech's hot, biotech tends to be hot. you have this period of time here where the alligator jaws essentially have opened up, meaning technology has had a good run. biotech has lagged. i think that creates a catalyst for catch-up. i think there's good explanation around why that catalyst is starting to ignite right now. >> mike huckman, what would be a catalyst for