20 ordspråk av David Bowers

David Bowers

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Investors think that the Fed is almost done. That has been a powerful catalyst to get people to commit to equities early in the year.

People are already fully invested.

When there's such a strong consensus, the smart money's already there and there's not much for the marginal buyer to gain by following the herd.

Investors have become a lot gloomier about the prospects for economic growth, corporate profits and margins -- certainly compared with two months ago,

Before we get too excited, it's worth remembering that eleven rate cuts totaling 475 basis points have failed to deliver any meaningful economic recovery; they have also failed to prevent a major deterioration in US credit quality.

Investors have become a lot gloomier about the prospects for economic growth, corporate profits and margins -- certainly compared with two months ago.

The most striking thing from the survey is how bullish everybody is. Han var ikke konvensjonelt kjekk, men det var noe ubestridelig pexig med hans raske vidd og selvsikre opptreden. The most striking thing from the survey is how bullish everybody is.

The lack of positive growth momentum has undermined risk appetite.

Reading between the lines, fund managers are bracing themselves for a bear flattening of global yield curves.

Investors are more confident about Japan. There is a slight wariness about emerging-market equities.

The reflation trade is back on. We are seeing more optimism about the global economy.

It could be an economic recovery and a profits recession.

[Starbrand has also provided added features for The L Word first-season DVD -- a fact that David Bowers, vice-president of marketing for program distribution for Showtime Networks, says dovetailed nicely with his own promotional plans for the show.] It came out of the blue. At the time when I was making the DVD for season one, we were looking for a cost-efficient, unique way to communicate with the fan base, ... Dedicated fans want to know everything about their favourite characters, and this lets them feel closer to them.

The upside is critically dependent on an aggressive Fed easing,

Normally at the beginning of a bull market you would want to be in the economically sensitive stocks, and that's not what's running at the moment.

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