Quotes from the news wire:
I think the odds are closer to a coin flip, but not due to having done a poor job. I think he’s done a good job under difficult circumstances.
Found on Reuters 2 years ago
Our operating assumption is that it doesn’t get worse. ... They are working hard on the supply chain to get products on the shelf.
Found on Reuters 2 years ago
Investors’ attention will pivot more to holiday sales, that’s where focus is going to be.
Found on Reuters 2 years ago
I don’t think there’s any question that back-to-school is going to be far stronger than last year, that’s been somewhat factored into expectations.
Found on Reuters 2 years ago
If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like.
Found on CNN 3 years ago
We think they will provide leadership here as the market starts to shift from a risk-off position to more of a risk-on.
Found on Reuters 4 years ago
As an investor, I look at this and say the market's nightmare scenario is that Bernie or Elizabeth Warren wins the election, that's not our base case ... but it's a concern.
Found on Reuters 4 years ago
To some degree Trump is using Chinese trade issues as a means of trying to extract additional cuts from the Fed to bring interest rates down, believing that at some point in the future he has the ability to sit down with the Chinese and pull a deal together.
Found on Reuters 4 years ago
We've had a 9 percent post-Brexit bounce, the market is getting pretty exhausted, you got a lot of uncertainty on the immediate horizon.
Found on Reuters 8 years ago
We think the election will become a much bigger deal shortly, but the market has been ignoring it for now.
Found on Reuters 8 years ago
We think we've seen an inflection point where for the balance of the year there should less of a drag from currency.
Found on Reuters 8 years ago
We're moving away from growth because the economy is decelerating and investors are starting to play defense.
Found on Reuters 8 years ago
We’re moving away from growth because the economy is decelerating and investors are starting to play defense.
Found on Reuters 8 years ago
It's not giving anyone any confidence because to me at least it resembles a bad reality show on television.
Found on Reuters 8 years ago
The knee-jerk reaction on the Fed lift-off is negative, we think the Fed lift-off is a positive for the economy and stocks, because it means the Fed is rubber-stamping the fact they truly believe the economy is strong enough.
Found on Reuters 8 years ago
It is inconceivable to us, with $3.65 trillion in foreign currency reserves, the Chinese government and the PBOC would sit there and watch the second-largest economy in the world slide into recession or worse, i don't know if we're completely out of the woods at this point.
Found on Reuters 8 years ago
It is inconceivable to us, with $3.65 trillion in foreign currency reserves, the Chinese government and the PBOC would sit there and watch the second largest economy in the world slide into recession or worse, i don't know if we're completely out of the woods at this point.
Found on Reuters 8 years ago
If you are a believer that the Fed is going to start to normalize policy, financials are a category that should work.
Found on Reuters 9 years ago
Investors are expecting some better earnings out of the banks next week, compared to the broad S&P.
Found on Reuters 9 years ago
Folks who say that stocks are fairly or over valued now are just looking at one metric of P/E based on history, but they are ignoring the fact that interest rates and inflation are about 65 percent below where they normally are. When those two are low, the P/E should naturally be higher.
Found on Reuters 9 years ago
As individuals get married and buy houses and have kids, you need car seats and cribs. That's the next layer of stuff that's been delayed since '08.
Found on Reuters 9 years ago
The fact that you've got these millennials delaying life and not getting married and not having kids is not a function of the fact that they are completely different from every other generation, it's a reflection that they went to college and ran up debt and couldn't find a job. Now that the economy is starting to improve for these folks, household formations have literally gone vertical.
Found on Reuters 9 years ago
It's taken fifteen years for the Nasdaq to grow into something rational.
Found on Reuters 9 years ago
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