let's action joanne feeney she's partner and portfolio manager at advisers capital management joanne, it's good to see you you could read it as a pretty good sign that this reset has helped stocks maybe find a new footing, unless you think they're about to catch up with the trade, so to speak >> i think stocks had their first move down out of the gate, with the initial talk about the interest rates going higher in november then we had the war and recession fears and how much is the fed going to raise rates obviously, we've had a very big sell-off, which has made for some very attractive opportunities out there for the long-term investor but certainly not been a fun ride here these last several months >> i guess that's why it's really great that we get earnings right now, because maybe that can help us tell us one way or another, not so much what they're going to say about last quarter, but are we going to see estimates revised up or coming down? >> you know, kelly, that is going to be the critical question this earnings season, i think, is going to help determine what the equity marke