Since we last published at year-end, a number of global economic events have roiled the markets. Last year we saw the Fed tapering, the Russia-Ukraine conflict, the Ebola scare, and a downturn in oil and commodity prices. This year we saw that downturn become a bear market in Energy and Industrial Commodities. Add to that the Greece/Euro crisis, big questions surrounding China’s economy, and an imminent change in Fed policy weighing on stock prices. These events undoubtedly present opportunities…