This sounds like a perfectly reasonable take on the situation. As a general rule of thumb, expansionary monetary policies benefit smaller companies. Now that th

This sounds like a perfectly reasonable take on the situation. As a general rule of thumb, expansionary monetary policies benefit smaller companies. Now that the fed will likely start tapering back some, I think we'll start seeing larger companies (Apple, Google, maybe Facebook) having good years. There's one thing I can guarantee though: we are almost certainly in some kind of bubble. It may not be a tech bubble, but bubbles are just a fact of economic life.