I think we have continued volatility until we really see signs of growth in the economy slowing. When we see the economy slowing, I think that people will be more comfortable with the fact that maybe Greenspan is not going to have to continue to raise rates, then I think the market can move ahead. |
I think we will have a positive year. |
I think we'll close the year in positive territory. But in the next few weeks you're going to see the market in a continued struggle back and forth with people trying to determine whether we have a full economic recovery, even with the labor market struggling. |
I think we're in a good earnings season. So far, of the S&P 500, 139 companies have reported. Over 60 percent have been upward surprises, only 8 percent of them have really been negative surprises. So we're in a strong earnings season. That's good for the stock market, ... I think the market's in a trading range right now. I don't think it's going straight up from here. I don't think necessarily we're going to get a big summer rally, but maybe a positive tone to the market. |
I think what you're seeing today and over the past week is a good indicator of where the market is right now and will likely be through the end of the year. |
I think what's going to be key going forward will be the tradeoff (in the economic news) between the statistics on employment and statistics on inflation, |
I think what's going to be key going forward will be the tradeoff (in the economic news) between the statistics on employment and statistics on inflation. |
I think [technology is] an area that will continue to grow. It's where we're getting the increased productivity, where we're getting the growth, where the service economy is really providing good value from the U.S. |
I wanted to be a minister when I first went to college. You see, I was very shy as a kid, and couldn't figure out how to communicate with people. I guess I was trying to get people to listen to me, but I thought I was interested in religion. I realized very quickly that I just wanted to move people and be the center of attention. |
I'd bet my life he never made a bet on sports. . . . When we traveled, guys were playing cards on the plane. He never did. He just doesn't do it. |
I'm looking for a recovery in the economy in the second half of the year, contingent on a continued aggressive Fed and a tax cut. I see a consumer-led recovery in the second half and that will help give us an earnings boost. |
I'm more excited than in many years for what we are about to undertake. I'm looking forward to it. It's been an unbelievable season. I think we're in for a fantastic playoffs. |
I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward. |
If stocks keep deteriorating and the Fed were to cut rates in a coordinated response with the Bank of England, you could see some short-term positive response, |
If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices, |