Quite upbeat about the global economy. # China reforming to a more sustainable growth. # Europe is making record all time highs ,encouraged by the near certainty of Angela Merkel winning the elections on Sept,22nd.....This is an economy touted to be in recession....I don't know what expansion will look like. # US will keep growing for the foreseeable future (taper on no taper) ,bolstered by the shale revolution & oil independence.....A major shift. This "old" bull could still run for a few years yet....good to be in this market.
