TEPPER: THE ECONOMY LOOKS BETTER, EQUITY GAINS WILL BE MORE DIFFICULT

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.

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Source: CNBC

Cullen Roche

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.