A recent spate of strong data has showed much better-than-expected economic growth. And that has some traders proclaiming it's time to play for a stronger economy with less Federal Reserve involvement.
"The economy's starting to turn," said Brian Stutland of the Stutland Volatility Group. "We're starting to see some real economic strength."
The biggest economic number, the non-farm payrolls provided by the Bureau of Labor Statistics, showed that 203,000 jobs were created in November, beating economist expectations of 180,000. This, after revised third-quarter GDP came in at a better-than-expected 3.6 percent on Thursday.
(Read more: Here's what was behind gold's wacky jobs reaction)
All the good news has some traders advocating bullish positions in energy and bearish positions in Treasurys.
"I'm surprised at the economic strength we've been seeing," said Anthony Grisanti of GRZ Energy. "We've seen decent numbers across the board, and that all should take energy higher."
Grisanti, who is bullish on crude oil, saying the commodity's recent $5 rise is "a reflection is a stronger economy."