Few analysts have called this market better than Michael Darda at MKM Partners. Darda believes the Fed is on hold for what is likely to be several more quarters. All of this is likely to be a continuing wind at the back of the bull market:
Source: Bloomberg TV
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.