111 ordspråk av Greg Valliere

Greg Valliere

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[Any points the President can score in the market these days are welcome.] One of the oldest cliches about the market is that it hates uncertainty, ... And uncertainty has certainly been intensified by the all this public debate over Iraq within Bush's inner circle.

A lot of actions, like going after the drug companies, will never make it through the House, ... Congress is hawkish, period, and will stay hawkish.

A lot of actions, like going after the drug companies, will never make it through the House. Congress is hawkish, period, and will stay hawkish.

And forget about getting any new oil or natural gas out of Alaska.

Are there any real protectionist proposals that have chance of enactment? No. The most negative thing I would say is that the prospects for further trade liberalization are not great, but what we've got in place will stay in place.

Bush is going to get a post-election free pass on virtually all economic issues for the next few months.

Bush said in the state of Washington, right before the Washington primary, that he had problems with the suit. He indicated he didn't necessarily favor a breakup. The next day he sort of retracted the comments, but he is on record as saying that he really opposes a breakup. So, I think the company would like to wait until after the election.

By the middle of the fall, if there's a feeling that the economy has withstood this blow, then Congress might be able to return to a more traditional agenda.

Even people who don't like Microsoft we talked to late yesterday were shocked,

Even people who don't like Microsoft we talked to late yesterday were shocked. They felt this could give Microsoft an opening in the appeals process to claim, 'We didn't get due process, this judge was too impetuous, he moved too quickly.' Considering how great a job Jackson has done, for him to give Microsoft an opening at this late date was a little surprising.

Even though there's a lot of angst over the budget, a cut of $56 billion over five years, or $40 billion in spending cuts over five years, is pretty mild ? it's almost a rounding error.

For the people who experience it, it's a tragedy, but for the country as a whole, we can absorb it.

He can afford to tilt at windmills, because he's Warren Buffett. But I doubt he can really influence the Republican leadership.

He may be the most conservative president of our lifetime.

He needs to restore investor confidence, ... It's extremely unlikely he would say anything that would be viewed negatively by the markets. He's going to make it clear that we are not looking at the abyss and we are not looking at a major recession.

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