Time to favor large cap stocks

–  Large caps look best for remainder of this cycle (3 minute video)

–  Big cap stocks best positioned for all conditions (2 minute video)

–  Multi-nationals have never been better value (7 minute video)

Fear strikes commodity markets

–  Speculative fever has been broken  (5 minute video)

–  Commodity speculation curtailed with QE2 ending  (4 minute video)

–  Pull back in commodities is good for markets longer term  (16 minutes)