I fully expect some blockbuster deals to hit the tape in the following months. M&A is here to stay.

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.

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.

Five years from now, it's going to be one global marketplace.