. >>> karen cavanaugh joins us to talk about the changes that are happening in the market and why inve investors may be missing out if their sitting on the sidelines. welcome to the program. >> thank you. >> let's start with whether or not you think we can trust this rally. that was the question we posed at the beginning of our program. why don't you weigh in on that. in the short term, i don't think you can trust it. i think investors were overly pessimistic and the data has been coming in better. all the economic data and the jobs report. inve investors are breathing a sigh of relief and maybe things were oversold. you have to take a look at the corporate earnings and they are not growing. we're in a bit of a profits recession. i would say it's going to be touch and go until we can get the earnings to turn around and the companies to start making money again. >> you have to wait for those first quarter earnings to tell us whether this is real or not. china's not going the die. i think we have decided that. oil is not going to go to zero. i think we've decided that. is oil -- is 40 do