i like the trade in that sense the one thing that's cautious here when you look at schlumbe schlumberger, we did see puts uptick almost twice as much volume on the put. predicting maybe some downside but when i'm looking at the market back to carter's side, energy is an area you kind of want to be in. i'm looking at energy, consumer staples, i'm looking at health care those are sort of the safe haven place in this sort of environment where we're getting this rising interest rate environment. and you know, unless the fed can control things, if they do energy may come down but if they don't this is the sector you want to be in and this is a cheat bet to play to the upside of that. >> carter what does integrated versus services versus nat gas, how do they look >> it's boom, bust, whereas if you're producing oil the way exxon and chevron are, i like those better as you saw in the chart, the overlay, the correlation is so high, you're going to get the move good or bad regardless of which one you picked. >>> staples, the group considerably outpacing the s&p 500 this year. brian is focused on o