 All right. What's next for oil prices after reaching bear market territory? Let's ask Eric Weigans, your portfolio manager at U.S. Bank. So, Eric, this is the first time oil prices hit bear market territory since last August. Clearly, those OPEC cuts from late last year didn't do anything to raise the bar on prices. They really didn't address the supply and demand imbalance. Interestingly enough, we've had a production response here in the United States that has effectively overwhelmed the reduction both by OPEC and some of the large non-OPEC producers. RIG counts have certainly surged off the lows and North American production continues to offset those decreases. But this drop in oil prices to $43 a barrel, is that more of a supply issue versus a demand issue? In other words, usually when you see, sometimes when you see falling oil prices, people worry about global growth, but that's not really in the equation here right now. Not just yet, but that will be cause for concern as investors look forward. Rightly so, you're looking at it's a two-sided equation. On one side supply, we are seeing North American production increase. Demand hasn't diminished, exacerbating that imbalance, but it's something that we'll truly look at. We're generally seeing firming economic activity around the world. The biggest consumer, the swing consumer has been the Chinese and there's some moderation there. So there's a lot to learn yet as we look towards the future for energy. And we know last year and the year before any time oil prices drop, the stock market would drop by a similar amount. So does this current bear market and oil matter much for the stock market? We know energy is what, 6% of the S&P 500. We also know a lot of financial firms are lending to the energy sector. It does have broad-based implications. We're not overly concerned just yet, but what will be very important will be as we move into second-quarter earning season, so much of the increase that's expected from an operating standpoint for the S&P is actually derived from the energy sector. Again, looking on a year over year basis, while we can talk about how we're back in bear market territory on a year over year basis, we've seen a significant increase in the price accrued. So that should be helpful to reported earnings, but their commentary as far as economic activity and expectations moving forward will be very closely scrutinized. The commentary could overshadow the positive year over year comparables. Correct. Alright, now where do you see opportunities in the stock market right now? We're still flirting with record highs. We are flirting with record highs, but there has been significant rotation within the market. It's very interesting to note that nine of the 11 economic sectors are in positive territory on a year-to-day basis. We've had size benefit, large caps have outperformed small. We've seen growth outperform value. From our perspective, we're continuing to find opportunities, select opportunities within areas like technology. We've actually seen some opportunities in health care and finance as well. Alright, we'll leave it there. Eric Weigand from U.S. Bank, thanks for coming back with us. Thank you very much. Alright, I'm Scott Gamm and you're watching The Street.