If the focus on the market were to continue to go up even with bad news, that would indicate to me we're going to recover.
If we have a series of big moves up, that would be a shock to the system, ... but, considering where are from a historical perspective, they could go up more gradually and not be a terrible headwind for the market.
If you don't believe America is going to grow and recover from this, obviously you should sell, ... My guess is it's going to accelerate our recovery.
If you have any kind of cut or a neutral bias, the markets will move higher.
If you look at our portfolio that we run here with a three-year track record, basically it's equal to the S&P the last three years. This year we're down about 1.8, 1.9 percent versus an S&P that's significantly more than that down.
If you look at the earnings so far, we've had on balance in-line or mildly positive surprises. Yet the guidance going forward had been guarded. If that continues, you're looking at a more subdued market response this week.
It was a strong day for technology and small stocks. But most major stocks were mediocre performers,
It's amazing to see intellectual capital turn into profits so quickly.
It's frightening if you chase performance. One reason why investors went into Japan is that they saw the markets perked up there.
My guess is that value will have its day,
My sense is that January is going to be critical this year and I think you can see a good beginning to the month. I think you can see a positive January and my guess is that's how you're going to see money invested -- early and strongly.
My sense is that we may be at a really important transition point. Yesterday was a pretty important day. (The market) turned around on expanding volume, which indicated some real buying going on.
Next year people will still be cautious. At the same time I anticipate corporate earnings and economic growth will come in better than expected,
Once we get over the shock of the headline, I find it hard to argue that this is a negative.
One surprise in 2005 will be that business capital spending will be back in a big way especially as cash is at record levels on balance sheets and as companies ensure that they stay competitive.
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.