Mergers and acquisitions will continue to be a major driver for the next 12 months. There is a lot of cash on corporate balance sheets and very attractive valuations.

We are still in a position where equities are representing good value. Some companies are taking advantage of that.

I think the salads will really take off, especially in the summertime.

If someone comes and champions it, then maybe it will come back up. But I don't see that happening.

The next phase of the market is in M&A activity, and the Fed moving to the sidelines will help with that. So I think investors can still stay in the market and put their money to work.

It's difficult to tell from these poll results how the speech will affect general U.S. public,