We are seeing investors get out of oil and mining stocks and recycle back into the banks and financials. They are moving away from value stocks back into growth stocks.

Merger and acquisition activity is the primary driver in the market. Investors are greedy for the next deal.

You've got limited impact so far for any of the insurers. When people are affected by it, it's a great buying opportunity shortly afterwards.

I wouldn't be at all surprised if we're going to see a strategic partner or partners coming in, one to provide actual further capital and support but also to provide content and make sure that content is coming thru.

We are seeing investors get out of oil and mining stocks and back into banks and financials.