this month, molly corp, one of the mines outside of china, the ones in california, are on the brink of filing for bankruptcy. it's not obvious that they are going to do it. there's a loft discussions. i think, you know, if they re-organise debt burden, if it's alleviated, this is a company with a great asset and technology, someone will make money out of the mind. maybe the counter molly warn. >> you are an expert on rare about it. i know you know about this. something happened in natural gas. we decided to be about natural gas production, or the idea that we wanted a secure splay supply. everyone will tell you what a success it was, but the price of natural gas fell in the process. >> it's true, with commodities, supply and demand match-up to how market price adjusts. at times it feels like there's a bit of scarcity and a bit of surplus, and some people come into the market and some lead the market and the adjusts. in the long run, there's a supply for the important activities that we need. >> like oil or gas, when we have a glut - we are in one now with both of those products, we don

. >> you know molly corp? filed for bankruptcy.ke five years ago. it was a stock that was talked about on cnbc all the time. went from zero to 6 billion market cap. now it's $6 billion in debt. there are stocks like molly corp floating around the stock market right now. >> where do you look today? >> it's money chasing hot stocks. that still happens today. it happens in the biotech sector. it's a good cautionary tale to all the people who think they can hit a home run fighting that one stock. >> micron was up 150%. >> micron was touted on cnbc for a long time. i heard a rumor regis philbin might put in a bid for the whole company. i don't know if that's true. >> tim, get in here. >> i think regis, to his credit was buying micron in the single digits. there's a lot of stocks -- i agree with evan you have a place where biotech stocks look frothy. they are doing it not only in individual names but ibb. no question when you see the fund flows the last two weeks, you've seen $15 billion out of bond funds and bond etfs into equities. peo