I love doing a TV hit on any Friday the 13th. I see it as good luck not bad. While the focus started out on oil prices, the effect on markets will be more about a hot CPI print due to energy and food prices. This further complicates Fed policy. For me, it just means don't get surprised, keep you eye on the longer term trend.
Then Maria wanted to talk banks. So in perfect Lee Munson fashion, I break down the major banks and what really matters. Each has something they want to sell Wall Street on. But in the end, nothing really matters but the expansion (or lack thereof) their loan books.