The markets have shifted over the past month, first because of the 50 basis point cut from the Fed and then because of the China stimulus package. With monetary and fiscal policies easing, there’s a fresh opportunity for risk assets to keep pushing higher, even the ones that look overvalued as it is. One such fund is the InfraCap Equity Income ETF (ICAP). With the markets changing and cyclicals getting new life, this could be a strategy that has some high potential.