Tom Lee: Energy and basic materials are the top sector picks this year

Tom Lee, as I said, is with me now as we turn back to the markets. He is a CNBC contributor, of course, Fund Strat Global Adviserss. So, it's good to see you. >> Great to see you, Scott.It's been a turbulent week. >> It has. >> Is it 410 something that's going to come forward here for us.>> Uh, well, part of it is, of course, as you know, we're in earnings season and markets tend to be volatile around earnings. I I'd say that some of the high-profile declines like Intel look bad over a one day period, but I ...