His favorite investment right now is natural gas. He says it’s like buying gold in 1997….
Buy stocks when they’re in the single digit PE range.
QE3 is already underway in operation twist.
Still worried about the national debt….
Europe remains the biggest risk to the equity markets.
The biggest risk to his funds and outlook is surging interest rates.
The Fed won’t raise rates unless inflation kicks up further.
Believes rates will remain low to stable.