In the near-term, there are economic concerns but overall we see continued improvements in the global economy.

If you're exporting, you're almost in a quarantined area from the economy and the legal system. Selling domestically, there's a lot of red tape, distribution is controlled, and there are obstacles in promotion and advertising and getting the products to market.

We are still seeing buying of interest-rate-sensitive stocks. Investors believe the U.S. economy is slowing more than they thought and the U.S. may now cut interest rates by more than 100 basis points next year, instead of just 75 basis points.

A lot of the economy is indeed being supplied by goods that are produced offshore. And much of the reason for that is societal.

If you believe in this economy, in the long run, it'll end up higher than before. I just wish it would happen quicker. I'm over here to decide where to put the new money.

We continue to see strong and sustainable recovery across many key sectors of the economy,