We're in an almost perfect environment: low inflation, strong corporate profits and a benign Fed. It certainly seems that the Dow can continue to make new highs.

The environment we have (low rates, low inflation) is a good environment for small companies.

I expect the high inflation environment to persist in the coming months due to effects of drought. In broad terms, Kenyans should expect to dig deeper into their pockets.

Inflation is a massive theme because we are in a rising-interest-rate environment. I think there is enough pressure for the European Central Bank to raise interest rates fairly aggressively.

It's significant as a milestone. . . . But remember, [at] each thousand points, a venture is worth less of a return.

They're priced as if there's a recession.