“The troika's rolling over today. The bank stocks are pulling back on a tempering of bank earnings by Jamie Dimon at JPMorgan Chase (JPM) who said March is not so hot. We also got the news that I most feared: returning TARP is not a priority for the government until the whole system, the whole country, is doing better. That means no real competitive advantage coming for those who give it back early. That had been the driver of much of the recent phase of the rally. Oil? It's obvious that this run needs a round of profit-taking in the crude, not necessarily the companies. I see crude hanging at $50 for a bit, give or take $5. This is a momentum-driven market and when something stops going up, it comes down. However, it doesn't stay there and that's the fear with crude that is putting a lid on the stocks. Tech? After this run, it is without a doubt that this group, with a couple more days like this, would simply break the land-speed record for a rally. The entire tech complex is rallying because inventories are low at the component level. That means you can only go so far. We didn't hear from Apple (AAPL), Hewlett-Packard (HPQ), Dell (DELL), Intel (INTC) or Cisco (CSCO) that things are better than expected. Without that, can we really go much higher from here other than in a short squeeze? The troika's led us this far. The troika rests. The troika recharges. The troika's still the place to be.”

From a recent Mad Money show:"People regard this too cautious and safe. I'd used the flatlining to pick some up. I want to buy, buy, buy."

From a recent Mad Money show:"That deal is done, I want you to sell that one. It's time to move on to the next deal."

From a recent Mad Money show:"I think Denbury is an inexpensive mineral company. I'm a buyer, that one used to be twice as high."

From a recent Mad Money show:"No, commercial real estate is not my thing. I do not like DEI."

From a recent Mad Money show:"I think this is the best of the group, except for Terra Nitrogen (TNH) with the great dividend. Monsanto is my number two pick in that group."

From a recent Mad Money show:"These are all functions of housing coming back. I think housing is going higher, although I don't want to buy this one up here. "

From a recent Mad Money show:"I love the Chinese economy, but I don't like their stocks. I'd rather own Google."