He was just always so professional.

That he would actually come and see people. When he's standing next to you shaking your hand, I have hope. I never in all my life believed I would see the president.

This is one seasonal investing method that holds some water, given its robust track record. The summer months are a good time for remaining bulls to think about pulling in the reins.

During the past few years, earnings have done far better than what economic growth alone would have suggested. Interestingly, we have found that the wider-than-expected profit margin, courtesy of surprisingly benign cost pressures, has helped turn good earnings performance into outstanding earnings performance in recent years.

I just don't think the post-Fed environment is going to be what people think it will be. Things will look a lot more like the 1960s.

The difference between the '80s and '90s and now is that inflation and interest rates are already low.