“The unholy troika's back -- oil, tech and banks -- and I think it contains the losses here to levels that the bears will simply not be able to tolerate and will force them to change species. That's what happens when you have leadership. You can stabilize, you can regroup, you can gain adherents. Generals beget foot soldiers. And when you have three leaders, you have lots of followers, and these three leaders -- oil, tech, banks -- are the most powerful forces in the market right now. They are the virtuous circle we need to go higher.

From a recent Mad Money show:"I think it's an unbelievable franchise, but it's not a buy right here. Wait until $16, then pull the trigger."

From a recent Mad Money show:"I think RIO is fine, I like the mineral plays."

From a recent Mad Money show:"I can't get positive on Motorola. I don't see a turn, I don't want to own it."

From a recent Mad Money show:"They're a very good lender, but I'm concerned about the credit card business. I can't pull the trigger."

From a recent Mad Money show:"I've been behind Darden for a while. I'm not going to recommend it up $5, but on a pullback I still like it."

From a recent Mad Money show:"Raytheon is a problem for me. I don't mind buying it down here, but I'm just not that excited by it."

From a recent Mad Money show:"Wal-mart is the only retailer I'm recommending. I think it's terrific, I'd pull the trigger under $46 a share."