45 ordspråk av Tobias Levkovich

Tobias Levkovich

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 Any policies that reduce the benefits of moving to low-cost locations could hurt profits by triggering inflation risk and possibly slowing global growth.

 Earnings do look as if they are about to start turning. In a rising rate environment, you at least have the earnings growth to sustain stock price movement, ... Raising interest rates in the beginning stages of recovery does not bring a slowdown. Raising rates in the latter stages of recovery is a different story.

 Earnings do look as if they are about to start turning. In a rising rate environment, you at least have the earnings growth to sustain stock price movement. Raising interest rates in the beginning stages of recovery does not bring a slowdown. Raising rates in the latter stages of recovery is a different story.

 From a technician's point of view, breaking through 1,300 was an important factor.

 GDP leads earnings by two quarters. Earnings lead capital spending by two quarters. So GDP leads capital spending by four quarters. We shouldn't hear that things are getting better until the fourth quarter at the earliest,

 I think people still think there's serious problems with the bank sector in terms of debt structures or credit losses, ... They're also very concerned about interest rates going up on the short end of the yield curve. Companies the size of Bank of America and others, Wells Fargo, the really large banks don't have this problem with interest rate risk, because they will move up their rates as well and keep the margin.

 If bond yields start to come down, there's a better story for the regional banks and for banks -- period.

 If Bush wins, the price control scare hanging over managed care companies and drug makers would be lifted.

 If everything breaks right, our forecasts could prove to be too conservative.

 If people we're really trying to manipulate earnings you would think they would have done a better job.

 If powerful upward earnings estimate revisions have not been able to drive equity prices higher, we suspect that downward momentum in such estimate revisions may cause further stock market weakness to emerge in the next few months.

 In 1995, when the Fed stopped raising rates, large caps did take the lead. We think that that's a possibility, and we tend to favor the larger caps.

 In a strange way, the skeptics are keeping us bullish. When they concede defeat, there will no longer be a 'wall of worry' to surmount.

 It seems as if we have re-entered the bizarre world in which every piece of news must be interpreted as being bad for equity investors.

 Look at some of the targets these people had, ... They don't carry any weight anymore.


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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.



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