45 ordspråk av Tobias Levkovich
Tobias Levkovich
McManus has been right, but so what? ... You have forces at work that don't have anything to do with strategy. In an environment where everybody is losing money, this directional stuff isn't that important. People are playing a lot of defense.
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Our overall 2006 bullishness remains intact, as an attractive buying opportunity is being set up.
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Over time, specific industry fundamentals are far more important than election results.
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Simply chasing the momentum is something that we are particularly uncomfortable doing since it smacks of the same mistakes that were made in 2000 when investors felt that they had to be in dot-com names to participate in the new economy paradigm.
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Tech captures the imagination, more so than talking about auto build rates.
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Tech has been the biggest factor behind the latest bull run, so the fact that stocks are down seems fairly reasonable. I hesitate to sit back and say this a great buying opportunity.
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That, in our opinion, probably suggests we're close to the bottom.
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The Fed has worked too hard to reinvigorate the economy after a series of shocks, in our opinion, to drive everything back down,
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The Fed has worked too hard to reinvigorate the economy after a series of shocks, in our opinion, to drive everything back down.
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The investment community currently seems to be gleaning more of its market insight from the headlines scrolling across CNN and Fox news Channel than from underlying business fundamentals,
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The investment community currently seems to be gleaning more of its market insight from the headlines scrolling across CNN and Fox news Channel than from underlying business fundamentals.
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The market is always anticipatory and the market always felt this was somewhat biased (from the start),
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The market is always anticipatory and the market always felt this was somewhat biased (from the start).
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the next phase of difficult news for tech stocks to digest over the next few months.
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The President's proposal should be viewed as an initial bargaining position.
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