Douglas Cliggott on Bloomberg.

Doug Cliggott appearing on Bloomberg this morning.

Bearish in general, particularly on financials, due to rising rates and generally less stimulus from Washington.

Likes energy, says if you buy now you may not do well over the next 2-3 months, but you should do well over 2-3 years if prices stay anywhere near the current levels.

Doug used to be US chief equity strategist for JP Morgan, and is now with Brummer & Partners.