I think there are some groups of stocks that are highly vulnerable because they're in cuckoo land in terms of valuations.
Something will break very bad.
I think 2015 will see a year where Europe outperforms the U.S. massively.
It is clear to me that the financial sector, including CNBC, loves central banks
The monetary policies of the US will destroy the world.
Buy a $100 US bond and frame it to teach your children about inflation by watching the US bond value diminish to almost nothing over the next 20 years.