David Tepper, the founder of hedge fund Appaloosa Management, who made waves last September when he said the market was a “win win” was on CNBC again this morning. Tepper says the market is still not fully pricing in the economic improvement we’ve seen, but gains in the markets will not come as easily as they’ve been. Tepper thinks the two biggest risks to the market are Europe and China. His favorite sectors are tech and financials. Overall, he’s still bullish, but not the same raging bull he was before this huge rally.