My view is you should always think globally first and think America second. You look around the world, emerging market companies are what are cumulatively doing better than America's economy, growing pretty darned nicely. While there is some global slowdown, there's not the slowdown we see focused on America. In every economic expansion some countries lead and some lag. Right now, we're in the middle of the pack, not the leaders or laggards. we're so used to being the leaders, we have a hard time with it.
~Ken Fisher, CEO, Fisher Investments, CNBC, June 22, 2011