Continued dovishness, as you say, is likely to continue. Stanley Fischer seems to particularly influential with Yellen, and his views are similar to hers. I remember a Forbes piece a year or two ago lamenting the fact that he would be prone toward policies which are prone to result in asset bubbles.

Thanks for the recommendations. I'm still trying to figure out when to get into EOG and some other high-quality energy plays in anticipation of a bottom in oil prices. I know it's impossible to pick the bottom, but I don't want to get in too far ahead of that point.