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The Easy Money Era – Who Was Hurt
The long period of low interest rates punished companies who were succeeding by traditional measures
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Is the Long Term Bull Market Still Intact?
![Is the Long Term Bull Market Still Intact?](/davissma/images/vid031522/bull-intact.jpg)
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
Watch NowRussia, Ukraine and Sector-Specific Impacts
![Russia, Ukraine and Sector-Specific Impacts](/davissma/images/vid031522/rus-ukr-sector.jpg)
While a small economy, Russia is outsized in specific sectors (energy, agriculture, industrial metals) and likely to impact supply/demand dynamics
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