-- Investors are shifting money to equities vs. bonds, which they think are more risky.
-- More investors putting money into ETFs and index funds.
-- Thinks U.S. will be a great place to invest going forward and energy and manufacturing will be good stories for next few years.
-- Regarding U.S. banks and financials, he thinks U.S. banks are in their best shape and investors should look at some of the best-run investment firms.
Credit and source: www.cnbc.com, CNBC
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