As we move forward into the year, we'll see things slowing down and companies lowering growth expectations. The bull market is in its last innings. |
Even Asian markets trade more in sympathy than they used to. |
Five years from now, it's going to be one global marketplace. |
I fully expect some blockbuster deals to hit the tape in the following months. M&A is here to stay. |
Italy and Spain were very different -- you could make a lot of money betting on specific countries. |
There are no country plays to be made anymore. |