growth at reasonable prices. |
He started to find himself in the uncomfortable position of being chief market strategist, ... It sounded almost like was making judgments in the valuation of stock prices. He just wants to let invest know there is some risk. |
I think if they were to make such a move, this would be a logical week, |
I would say start with some of the core holdings in technology. I think the technology stocks that will do well are the ones that haven't disappointed with earnings. |
It's hard to say when emotional selling exhausts itself. |
Technology has kind of stalled out here, we've got some potholes developing in that former leadership area. |
Technology tends to be regarded as less defensive, so if investors become more nervous, they would tend to gravitate away from some of the tech stocks. |
The Fed itself seems content to wait at least until after the elections if the not to the end of the year on raising rates. |
This was a waterfall of emotional selling. |
When all is said and done, the fact of the matter is we will have double-digit earnings growth for the S&P 500. |
When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names, |
When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names. |