How Middle East turmoil will impact the ongoing market sector rotation

And welcome back to the halftime report. I'm Dominic Chu with your ETF edge. Much has been made of this ongoing market sector rotation, but where does that stand amidst all the market turmoil in the Middle East.Joining me now for that conversation is Kim Arthur, the CEO and portfolio manager over at Maine Management. And one of the things, Kim, that you do is run a sector rotation fund. So talk to us about how that sector rotation is playing out visav what's happening in the Middle East.>> Great Dominique. ...